Deferred Compensation

Fixed-Income
Texas 457 Plan Swaps Core-Plus Bond Funds

The plan also added a second bond fund option for participants last quarter.

12.18.24
Consultant/OCIO/Discretionary
N.J. 457 Plans Issue Consultant RFQ

The New Jersey city is seeking the services on behalf of its $9 million deferred compensation plan.

12.05.24
Consultant/OCIO/Discretionary
Texas 457 Plan Sticks With Consultant

The deferred compensation plan’s incumbent general investment consultant scored the highest of six total proposers.

12.04.24
Administrator/Record Keeper
Midwest District Posts 457 Plan Advisor RFP

The sanitary district is seeking retirement plan advisory services on behalf of a 457 plan.

12.02.24
Consultant/OCIO/Discretionary
Southwest Water Authority Posts Retirement Consultant RFP

The authority is seeking the services on behalf of its defined benefit, 457(b) and 401(a) plans.

11.19.24
Administrator/Record Keeper
Windy City DC Plan Hires Bundled Provider

The deferred compensation plan elected to remain with its incumbent record keeping and administration provider this week.

11.08.24
Fixed-Income
Michigan 457 Plan Swaps Core-Plus Bond Options

The county deferred compensation and defined contribution plans swapped out an incumbent core-plus fixed-income manager under scrutiny from the SEC.

10.29.24
Multi-Asset/Investment Advisor
West Coast Water District Launches Investment Services Search

The district is seeking investment services for its 401(a) and 457(b) plans, which have a combined $7.7 million in assets.

10.22.24
Multi-Asset/Investment Advisor
Texas 457 Plan Posts Investment Advisor RFP

The selected advisor will provide non-discretionary management of plan investments.

10.22.24
Consultant/OCIO/Discretionary
Great Lakes County Seeking DC Plan Investment Services

The search is for services on behalf of the county’s 457(b), 401(a) hybrid and 401(a) defined contribution plans.

10.22.24