The port authority is seeking retirement investment consulting services on behalf of its OPEB trust and defined benefit, deferred compensation and defined contribution plans.
The global wealth management firm has agreed to absorb the staff and clients from an outsourced cio provider to bring its assets under management to approximately $100 billion.
The university is seeking a firm to provide investment and plan advisory service for its 401(a) and 403(b) retirement plans as its incumbent advisor has reached its maximum portfolio duration.