Deferred Compensation

Consultant/OCIO/Discretionary
Great Lakes City DC Plans Seeking Administrator

The city is seeking plan administration services on behalf of its $25 million 457(b) plan and several others.

09.11.25
Consultant/OCIO/Discretionary
Southern DC Plans Launch Consultant Search

The plans’ current consultant contract will expire in January.

09.05.25
Administrator/Record Keeper
Maryland County 457 Plan Seeking TPA

The county is looking to consolidate the services with one provider.

09.05.25
Deferred Compensation
New England Town 457 To Transition To State Plan

The decision to transition the plan follows an investment advisor RFQ launched earlier this year.

08.14.25
Consultant/OCIO/Discretionary
Mid-Atlantic 457 Plans Launch Consultant RFQ

The plans last rehired their incumbent to a one-year contract following a search process completed in 2024.

08.13.25
Consultant/OCIO/Discretionary
Texas DC Plans Seeking Consultant

The city hired its incumbent firm following a similar search process conducted in 2017.

08.11.25
Administrator - Bundled
Pa. Township DC Plans Seeking Bundled Services

The township is seeking record keeping, investment management and education services on behalf of its deferred compensation plans.

08.07.25
Administrator - Bundled
Calif. 457 Plan Seeking Plan Admin Services

The city is seeking bundled services on behalf of its $305.9 million deferred compensation and $2.1 million defined contribution plans.

07.22.25
Consultant/OCIO/Discretionary
West Coast Agency Retains Investment Advisor For DC Plans

The agency received three proposals in response to its investment advisor RFP.

07.17.25
Consultant/OCIO/Discretionary
Michigan Agency Seeking DC Plan Consultant

The agency’s plans hired their first investment consultant following a search process conducted in 2018.

07.16.25