Deferred Compensation

Multi-Asset/Investment Advisor
West Coast Water District Launches Investment Services Search

The district is seeking investment services for its 401(a) and 457(b) plans, which have a combined $7.7 million in assets.

10.22.24
Multi-Asset/Investment Advisor
Texas 457 Plan Posts Investment Advisor RFP

The selected advisor will provide non-discretionary management of plan investments.

10.22.24
Consultant/OCIO/Discretionary
Great Lakes County Seeking DC Plan Investment Services

The search is for services on behalf of the county’s 457(b), 401(a) hybrid and 401(a) defined contribution plans.

10.22.24
Administrator/Record Keeper
Midwest DC Plan Launches Record Keeper Search

The plan last conducted a search for the services in 2019.

09.26.24
Consultant/OCIO/Discretionary
Great Lakes Authority Relaunches Retirement Plan Consultant Search

The authority canceled and reissued a search for retirement plan consulting services initiated in July.

09.12.24
Administrator - Bundled
Texas County 457 Posts Bundled Services Provider RFP

The county deferred compensation plan conducted a similar search for the services in 2017.

08.23.24
Multi-Asset/Investment Advisor
Mich. Authority Posts Investment Advisor RFP

The mental health authority is seeking investment advisory services on behalf of its 401(a) and 457(b) plans.

08.21.24
Administrator/Record Keeper
Illinois 457 Plan Seeking Bundled Provider Services

The deferred compensation plan is looking to consolidate its record keeping and administrative services with a single provider.

08.08.24
Consultant/OCIO/Discretionary
Michigan Authority Seeking Retirement Plans Consultant

The authority is conducting a search on behalf of its 457(b), 401(a) and retirement health savings plans.

07.25.24
Administrator - Bundled
California County Seeking DC Plan Providers

The county last conducted a search for the services on behalf of its 457(b) and 401(a) plans in 2019.

07.11.24