Deferred Compensation

Administrator/Record Keeper
Northeast Deferred Comp Plan Seeking Bundled Provider

The plan is looking for a firm to provide plan design and administration, record keeping, investment option selection, monitoring and trustee/fiduciary education.

07.26.21
Consultant/OCIO/Discretionary
MTA Seeking 457 Plan Consultant

Plan is searching for general investment consulting services on behalf of its 457 and 401 plans.

07.20.21
Fixed-Income
Tenn. Plan Makes Fund Lineup Change

The plan’s consultant conducted a search last quarter due to organizational changes.

07.08.21
Consultant/OCIO/Discretionary
Empire State Plan Retains Investment Consultant

State deferred compensation plan retained its incumbent investment consultant following a search initiated last quarter.

07.06.21
Consultant/OCIO/Discretionary
New England 457 Plan Issues Investment Advisor RFP

The plan is conducting the search due to the contract expiration of its incumbent.

06.30.21
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