Administrator - Bundled

Consultant/OCIO/Discretionary
Midwest Plan Launches Investment Consultant Search

A Midwestern employees’ pension plan is seeking an investment consultant for its defined contribution plans.

07.02.20
Administrator - Bundled
Texas 457 Plan Posts Provider Services RFP

A Texas 457 plan has issued an RFP for administrative record keeping and investment services.

06.30.20
Administrator - Bundled
Midwest 457 Plan Issues Administrator RFP

A Midwestern 457 pension plan has issued an RFP for administrative and record keeping services.

06.22.20
Administrator - Bundled
Southeast City Seeking Deferred Comp Bundled Provider

A Southeast city has issued an RFP seeking bundled provider services for its 457 and 401a plans.

06.22.20
Administrator - Bundled
New England Investment Pool Rehires Bundled Provider

A New England investment pool has rehired its bundled provider following a search.

06.08.20
Administrator - Bundled
West Coast Authority 457 Plan Concludes Administrator Search

A West Coast authority deferred compensation plan made a hire in its administrator search.

05.29.20
Alternatives
Western University Holding Liquidity, Eyeing Investment Opportunities

A Western university is seeking investment opportunities as it sits on a significant pile of cash across its portfolios.

05.21.20
Administrator - Bundled
Midwest University Funds New Endowment With Utility System Transaction Proceeds

A Midwestern university funded a new endowment after successfully transferring management of its utility system in a public-private partnership transaction.

05.14.20
Administrator/Record Keeper
Northeast 457 Plan Seeking Administrative Services

A Northeast deferred compensation plan has issued an RFP seeking administrative service providers.

04.29.20
Administrator/Record Keeper
Rocky Mountain City Seeking Retirement Plan Service Providers

A Rocky Mountain city has posted an RFP for retirement plan services providers.

04.28.20