Deferred Compensation

Administrator/Record Keeper
Great Lakes 457 Plan Taps New Administrator

Plan hired a new third-party administrator after receiving a total of nine responses to an RFP issued last year.

06.16.21
Stable Value
Southwest Deferred Comp Plan Eyes Stable Value Mgr. Hire

The plan anticipates approving an award in its stable value manager search at an April board meeting.

03.22.21
Administrator - Bundled
Rocky Mountain State Concludes DC Record Keeper Search

A Rocky Mountain state hired a new record keeper for its defined contribution plans.

03.22.21
Domestic Equity
Midwest DC Program Terminates Large-Cap Value Mgr.

A Midwestern deferred compensation program terminated its domestic large-cap value equity manager at yesterday’s board meeting.

03.12.21
Administrator/Record Keeper
Southeast City Seeks DC Record Keeper

A city in the Southeast is searching for an administrator for two 457(b) plans and two 401(a) plans totaling over $13 million.

02.22.21
Consultant/OCIO/Discretionary
Great Lakes DC Plans Retain Investment Consultant

County 457 and 401(a) plans in the Great Lakes region have rehired a general investment consultant as the result of a recent search.

02.19.21
Stable Value
West Coast 457 Retains Stable Value Fund Manager

The plan retained its stable value fund manager following an RFP search.

02.17.21
Consultant/OCIO/Discretionary
Midwest City Seeking Defined Contribution Program Consultant

The city is seeking an advisor for the program as it will issue another RFP to consolidate the record keeping, plan administration and investment services.

02.12.21
Multi-Asset/Investment Advisor
Midwest Utilities DC Plans Seeking Investment Services

The organization is seeking either an investment advisor or manager to provide services for its 401(a) and 457 plans.

02.04.21
Administrator/Record Keeper
Texas School District Seeking 457 Plan Admin. Services

District has posted an RFP seeking third-party administration services on behalf of its 457 and 403(b) plans.

01.25.21