Administrator - Bundled

Administrator - Bundled
Northeast DC Plan Rehires Bundled Provider

The deferred compensation plan rehired its incumbent bundled provider to conclude a search launched last year.

04.10.24
Consultant/OCIO/Discretionary
Housing Authority Posts Investment Advisor, Retirement Plan Services RFPs

Authority has issued RFPs for both retirement plan investment advisory services and retirement plan services on behalf of its roughly $29.5 million in assets.

03.21.24
Administrator - Bundled
Western 529 Plan Concludes Program Manager Search

The college savings plan selected a new program manager to provide investment management and account administration services following a search earlier in the year.

03.14.24
Administrator/Record Keeper
Midwest Deferred Compensation Plan Posts Record Keeper RFP

The RFP is due to the incumbent firm’s impending contract expiration.

03.07.24
Administrator - Bundled
Midwest ABLE Plan Sticks With Program Manager, Record Keeper

The state disability savings plan selected its incumbent program manager and record keeper to continue to provide the services following a search launched last year.

03.06.24
Administrator - Bundled
Oregon 457 Plan Posts TPA Services RFP

The deferred compensation plan is searching for a firm to provide retirement plan administration and record keeping services.

02.20.24
Administrator - Bundled
Northeast County Deferred Comp Plan Issues Bundled Provider RFP

The search is being conducted due to incumbent Empower Retirement’s upcoming May 31 contract expiration.

01.31.24
Administrator - Bundled
Southern DC Plan Seeking Bundled Provider

The plan is searching for a firm to provide record keeping, administration, communication, education, custodial trustee and investment services.

01.24.24
Administrator/Record Keeper
California DC Plans Seeking TPA

Plans hired a firm for the services following a search conducted in 2016.

01.09.24
Consultant/OCIO/Discretionary
Great Lakes County Posts DC Plan Consultant RFP

County is seeking an investment consultant on behalf of its 457(b) and 401(a) plans.

12.20.23