Deferred Compensation

Administrator - Bundled
Northwest Plan Rehires Bundled Provider

A Northwestern pension plan retained its existing bundled provider after holding finalist interviews last month.

10.14.20
Administrator/Record Keeper
Mid-Atlantic Plan Searching For Deferred Compensation Services

A Mid-Atlantic county has issued an RFP for plan provider services on behalf of its 457(b) and 401(a) plans.

10.05.20
Administrator - Bundled
Southwest DC Plans Post Administrator RFP

A Southwestern city is seeking administrative services for its 457(b) and 401(a) retirement plans.

09.15.20
Consultant/OCIO/Discretionary
West Coast DC Plan Retains Investment Consultant

A West Coast deferred compensation plan approved a recommendation to retain its incumbent general investment consultant this month.

09.15.20
Consultant/OCIO/Discretionary
Rocky Mountain Agency Posts DC Plan Consultant RFP

A Rocky Mountain agency is seeking investment consulting services on behalf of its two defined contribution plans.

09.03.20
Consultant/OCIO/Discretionary
Northwest Deferred Comp Plan Seeking Investment Consultant

A Northwestern deferred compensation plan has issued an RFP for investment and plan consulting services.

09.02.20
Domestic Equity
Empire State Plan Seeking Small-Cap Value, Int’l Growth Equity Mgrs.

A New York plan has begun a search for domestic small-cap value and international growth equity managers.

08.28.20
Administrator - Bundled
Southwestern School District Seeking DC Plan Provider

A Southwestern school district has issued an RFP for a firm to provide services related to its 401(a) and 457(b) retirement plans.

08.06.20
Consultant/OCIO/Discretionary
Midwest School System Seeking DC Plan Consultant

A school system in a Midwestern city has issued an RFQ for consulting services on behalf of its 457 and 403(b) retirement plans.

07.20.20
Administrator - Bundled
Northwest 457 Plan Posts Bundled Provider Services RFP

A Northwestern 457 plan has launched a search for plan administration, record keeping, education and investment management services.

07.07.20