Deferred Compensation

Consultant/OCIO/Discretionary
Southwest Utility 457 Plan Seeking Consultant

The utility authority is seeking consulting services on behalf of its deferred compensation plan.

10.03.23
Administrator/Record Keeper
Va. City 457 Taps New TPA

The hire concludes a search launched in May due to the city’s procurement policy.

10.03.23
Consultant/OCIO/Discretionary
Southwest DC Plans Seeking Investment Consultant

The city is seeking help in developing an investment committee and investment policy statement.

09.28.23
Consultant/OCIO/Discretionary
NJ 457 Plans Seeking Consultant

County has five plans totaling more than $100 million in assets.

09.14.23
Consultant/OCIO/Discretionary
Midwest Pension Launches DC Consultant Search

A Midwest retirement system is seeking consulting services on behalf of its deferred compensation plan.

09.11.23
Consultant/OCIO/Discretionary
Midwest 457 Plan Seeking Consultant

The village is seeking a firm to provide fiduciary and investment advisory services for its 457b plans.

08.09.23
Consultant/OCIO/Discretionary
Calif. 457 Plan Seeking Consultant Services

Plan is conducting an RFP for investment and plan design consultant services.

05.30.23
Consultant/OCIO/Discretionary
Florida Housing Authority Issues DC Plan Consultant RFP

The authority is seeking retirement plan consulting and pension administration services on behalf of its 457 and 401(a) plans.

05.26.23
Consultant/OCIO/Discretionary
Illinois County Seeking 457 Plan Services

The search is for best practices purposes.

05.17.23
Consultant/OCIO/Discretionary
Florida County Issues Consultant RFP

The investment consultant will advise on the county’s deferred compensation plan and OPEB plan.

05.10.23