Consultant/OCIO/Discretionary
The university selected a firm to serve as retirement consultant for its optional retirement plans and provide fiduciary governance in the fourth quarter following the issuance of an RFP in July.
The search is due to the upcoming June 30 of the incumbent.
The consultant will assist in conducting a record keeper search for the plan this year.
The plan is seeking objective independent investment and administration advice.
The county has issued an RFP seeking an investment consultant for its deferred compensation plan.
The plan’s incumbent consultants had their contracts renewed until early 2024.
The selected firm will also assist the plan with a search for third-party administrators.
The contract of incumbent consultant is expiring.
The system will review its relationship with its outsourced cio during its March 31 investment committee meeting and consider either extending the firm’s contract for an additional one-year period or directing staff to initiate an RFP process.
The commission has issued an RFP seeking a firm to provide retirement plan fiduciary consulting services for its 401(a) defined contribution, 403(b) deferred compensation, 403(b) supplemental and 457(b) deferred compensation plans.