Deferred Compensation

Administrator - Bundled
Mid-Atlantic County Hires Bundled Provider

Firm will provide marketing and enrollment services, administrative services and recordkeeping services.

08.23.22
Deferred Compensation
West Coast City Seeks Deferred Comp Consultant

City is searching for a firm to oversee its 457(b), 401(a) and retiree health savings plans.

07.25.22
Consultant/OCIO/Discretionary
Southwest 457 Plan Hires New Consultant

Plans chose a new consultant over two other finalists that included the incumbent firm.

07.22.22
Consultant/OCIO/Discretionary
Windy City DC Plan Posts Consultant RFP

Plan is seeking an investment consultant to review its investment lineup and help conduct a bundled provider RFP in the next two years.

06.29.22
Consultant/OCIO/Discretionary
Southeast County Seeks DC Plan Consultant

County is searching for a firm to help find a service provider for two deferred compensation plans.

06.27.22
Multi-Asset/Investment Advisor
Southern Deferred Comp. Plan Seeks Advisor

Plan is searching for a firm to oversee its $3.7 million in assets.

06.15.22
Administrator/Record Keeper
Windy City 457 Seeking TPA

Search is for a firm to provide record keeping, plan compliance support and administration, among other responsibilities.

06.09.22
Administrator/Record Keeper
Northeast Authority Seeks Admin For DC Plan

Authority is searching for a firm to oversee its $175 million deferred compensation plan.

06.02.22
Consultant/OCIO/Discretionary
Midwest County Issues 457 Plan Advisor RFQ

County’s 457 plans have not previously contracted for the services.

05.06.22
Administrator - Bundled
Texas School District Posts 457 Plan Services RFP

Search is for services for up to three 457 plans.

04.07.22