Deferred Compensation

Multi-Asset/Investment Advisor
Southeast Deferred Compensation Plans Post Investment Advisor RFP

City is seeking investment advisory services on behalf of its $4.2 million 457 and $6.1 million 401(a) retirement plans.

11.14.23
Consultant/OCIO/Discretionary
South Carolina Town Seeking Retirement Consultant

The town is searching for a consultant on behalf of its 457(b), retirement health savings and 401(k) plans.

10.27.23
Administrator/Record Keeper
Michigan 457 Plan Taps New Bundled Provider

The retirement system approved a new bundled provider/record keeper following diligence and presentations from three finalists.

10.26.23
Consultant/OCIO/Discretionary
Calif. 457 Plan Posts Consultant RFP

The search is being conducted as part of best practice purposes.

10.25.23
Administrator/Record Keeper
Southwest DC Plans Issue Bundles Services RFP

The plans conducted an advisory services search earlier this year.

10.11.23
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