Administrator - Bundled
A 529 plan in the Mid-Atlantic region is searching for a program manager due to the incumbent provider’s impending contract expiration.
A health plan in the Mid-Atlantic region retained its firm for investment management and record keeping services earlier this year following a search from the fourth quarter of 2019.
A Northwestern transit agency has selected Empower Retirement to provide plan administration, record keeping, education and investment-related services for its deferred compensation plan.
A Southeastern transportation authority has shortlisted five firms in its search for third-party administration and record keeping services.
An East Coast county has issued an RFP for deferred compensation plan administrative services.
A Northwestern 457 deferred compensation plan has issued an RFP for plan administrative services.
A plan based in the Midwest has selected a retirement plans administrator following a search.
A Northwestern pension plan retained its existing bundled provider after holding finalist interviews last month.
A West Coast county is seeking bundled services for its 457(b) deferred compensation, 401(a) defined contribution and retirement health savings plans.
A Northwestern county has issued an RFP seeking retirement services for its 457 deferred compensation plan due to the upcoming contract expiration of its current provider.
