Administrator - Bundled

Administrator - Bundled
West Coast City Posts 457 Bundled Provider RFP

A West Coast city has issued a bundled provider RFP on behalf of its deferred compensation plan and retiree health savings account program.

01.14.21
Administrator - Bundled
Southeast Deferred Comp Plans Slate Bundled Provider Rehire

A pair of Southeastern deferred compensation plans will seek approval to rehire their bundled provider at a meeting next week.

01.08.21
Administrator - Bundled
Southern Plans Searching For Program Manager

Plans based in the South are searching for a firm to provide program manager services due to the impending contract expiration of its current provider in the third quarter.

01.07.21
Administrator - Bundled
Southern Plans Issue Retirement Services RFI

The RFI will be used to gather information for an upcoming RFP.

01.06.21
Administrator - Bundled
Northeast Plan Taps New Bundled Provider

A Northeastern pension plan hired a new firm to provide bundled services in November.

01.04.21
Administrator - Bundled
Great Plains Plan Hires Program Manager

A plan in the Great Plains region has hired a program manager following a search process from this summer.

12.22.20
Multi-Asset/Investment Advisor
Western 529 To Consider Program Manager RFP, Watchlist Recommendations

A 529 plan based in the West will consider approving an RFP for a program manager and placing three investment strategies on watch at its board meeting today.

12.10.20
Administrator/Record Keeper
Mid-Atlantic 529 Searching For Program Manager

A 529 plan in the Mid-Atlantic region is searching for a program manager due to the incumbent provider’s impending contract expiration.

12.10.20
Multi-Asset/Investment Advisor
Mid-Atlantic Health Plan Retains Firm For Investment Mgmt., Record Keeping Services

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.

12.03.20
Administrator - Bundled
Northwest Transit Agency Concludes 457 Bundled Provider Search

A Northwestern transit agency has selected Empower Retirement to provide plan administration, record keeping, education and investment-related services for its deferred compensation plan.

12.01.20