Deferred Compensation

Administrator/Record Keeper
Texas School District Seeking TPA

A Texas-based school district has issued an RFP for third-party administration services on behalf of its 403(b) and 457 deferred compensation plans.

11.20.19
Consultant/OCIO/Discretionary Deferred Compensation
Midwest Deferred Comp Plan Concludes Consultant Search

A Midwestern deferred compensation plan made a consultant hire this month.

11.15.19
Administrator/Record Keeper
New England DC Plans Seeking TPA, Stable Value Fund Mgr.

New England defined contribution plans have issued an RFP for third-party administration services as well as a stable value fund manager.

11.08.19
Administrator/Record Keeper
Midwest County Makes Deferred Comp TPA Hire

A Midwestern county approved a hire in its deferred comp search yesterday.

11.07.19
Searches And Hires Consultant/OCIO/Discretionary Deferred Compensation
Calif. City DC Plans Searching For Investment Consultant

A California city’s defined contribution plans board is searching for investment consulting services.

11.05.19
Consultant/OCIO/Discretionary Deferred Compensation
Pacific Northwest 457 Hires Investment Consultant

A deferred compensation plan located in the Pacific Northwest has concluded its investment consultant search.

10.31.19
Searches And Hires Consultant/OCIO/Discretionary Deferred Compensation
Midwest Deferred Comp Plan Issues Advisor RFP

A Midwestern deferred compensation plan is seeking proposals from plan advisors.

10.21.19
In The News
New York State Officials Open Probe On 403(b) Sales To Teachers

Officials concerned about annuity fees and disclosures to teachers.

10.02.19
Administrator - Bundled
West Coast 457 Plan Retains TPA

A West Coast deferred compensation plan retained its third-party administrator at yesterday’s board meeting.

10.01.19
Alternatives
Illinois Plan Hires Systematic Trend-Following Managers

An Illinois plan has filled out portions of its crisis risk offset portfolio.

09.27.19