Administrator - Bundled
The selected firm will provide services for the deferred compensation plan as well as a 401(a) plan.
The plan is seeking a firm to provide retirement plan administration, record keeping, technology, compliance, employee education and investment platform services.
The deferred compensation plan is looking to consolidate its record keeping and administrative services with a single provider.
Empower Retirement currently provides record keeping, trust and custody services for the deferred compensation plan.
The plan issued an RFP earlier this year due to the incumbent’s upcoming contract expiration.
The plan issued an RFP last year due to the contract expiration of its incumbent.
The county last conducted a search for the services on behalf of its 457(b) and 401(a) plans in 2019.
The city is looking to consolidate its current two vendor model.
The plan has issued an RFP seeking third-party administration and record keeping services.
The district is seeking a provider for record keeping and administration, investment advisory and trustee services.