Consultant/OCIO/Discretionary

Consultant/OCIO/Discretionary
New England 457 Plan Seeking Investment Advisor

The plan is seeking objective independent investment and administration advice.

04.05.23
Consultant/OCIO/Discretionary
Southern County 457 Plan Seeking Consultant

The county has issued an RFP seeking an investment consultant for its deferred compensation plan.

04.04.23
Consultant/OCIO/Discretionary
Northeast Plan Issues Private Markets Consultant RFPs

The plan’s incumbent consultants had their contracts renewed until early 2024.

04.04.23
Consultant/OCIO/Discretionary
Pacific Northwest 457 Plan Issues Consultant RFP

The selected firm will also assist the plan with a search for third-party administrators.

04.03.23
Consultant/OCIO/Discretionary
Northeast Plan Issues Investment Consultant RFP

The contract of incumbent consultant is expiring.

03.30.23
Consultant/OCIO/Discretionary
Western Education System To Review Outsourced CIO Relationship

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.

03.30.23
Consultant/OCIO/Discretionary
Mid-Atlantic Agency Seeks Retirement Plans Consultant

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.

03.29.23
Consultant/OCIO/Discretionary
West Coast 457 Plan Posts Consultant RFP

The plan is seeking a firm to provide consulting services related to investments, record keeping and plan design and technical guidance.

03.28.23
Asset Study/Review
East Coast Plan Plotting Transition Progress

Plan continues working toward executing a transition of assets away from the state fund.

03.27.23
Consultant/OCIO/Discretionary
New England Plan Posts Investment Consultant RFP

The contract of the current consultant is set to expire this year.

03.24.23