Administrator - Bundled

Administrator - Bundled
West Coast County Completes Bundled Record Keeper Search

A West Coast county completed its bundled record keeper search for its 457(b), 401(a) and retirement health savings plans last month.

04.16.21
Administrator - Bundled
Southeast Deferred Comp Plan Launches Bundled Provider Search

The plan is seeking a firm to provide record keeping, administration and participant education.

03.25.21
Administrator - Bundled
Rocky Mountain State Concludes DC Record Keeper Search

A Rocky Mountain state hired a new record keeper for its defined contribution plans.

03.22.21
Administrator - Bundled
West Coast Deferred Comp Seeking Bundled Record Keeper

The plan has issued an RFP for administrative and record keeping services.

02.25.21
Multi-Asset/Investment Advisor
Midwest State Fund Rehires Program Manager

A state fund based in the Midwest rehired the program managers for its multi-billion portfolio last week.

02.25.21
Administrator - Bundled
Northeast Treasurer’s Office Hires Org To Help Launch ABLE Program

A treasurer’s office in the Northeast hired an organization to help launch its Achieving a Better Life Experience program in the third quarter.

02.24.21
Administrator/Record Keeper
Midwest 457 Plan Issues Investment, Record Keeping RFP

The plan is seeking a firm to provide record keeping, administration and investment services.

02.16.21
Administrator - Bundled
Southeast Deferred Comp Plans Rehire Bundled Provider

The hire completes a search launched last year due to the incumbent’s contract expiration.

02.12.21
Administrator - Bundled
West Coast DC Plan Launches Bundled Provider Search

A West Coast deferred compensation plan has launched a bundled provider RFP search.

02.08.21
Administrator - Bundled
Southeast School District Concludes Plan Admin. Services Search

The district rehired its administrator after issuing an RFP for the services in July.

02.04.21