Deferred Compensation

Consultant/OCIO/Discretionary
Calif. 457 Plan Seeking Consultant

A California county is seeking investment consulting services on behalf of its defined contribution plans.

12.05.22
Administrator - Bundled
Mich. 457 Plan Awards TPA Contract

The plan awarded a contract to a brand new third-party administrative services provider.

11.29.22
Small-Cap
Texas 457 Plan Swaps U.S. Small-Cap Mgrs.

The plan approved a consultant recommendation to replace its existing U.S. small-cap equity option.

11.23.22
Administrator/Record Keeper
Calif. 457 Plan Seeking Administrative Services

The plan is working with Benefit Financial Services Group and anticipates a selection in April.

11.02.22
Consultant/OCIO/Discretionary
Southwest Water System Posts Consultant RFP

The system is seeking a retirement plan investment consultant on behalf of its several funds after awarding a maiden contract for the services in 2018.

10.18.22
Administrator/Record Keeper
Midwest City Posts 457 Consultant RFP

City is seeking a consultant to oversee its roughly $21 million deferred compensation plan.

10.11.22
Consultant/OCIO/Discretionary
Northeast 457 Plans Seeking Consultant

A Northeastern state county is seeking consulting services on behalf of its deferred compensation plans.

09.27.22
Consultant/OCIO/Discretionary
Southeast School District Seeking Investment Advisor

The district is seeking the services for its retirement plans.

09.23.22
Administrator - Bundled
Southwest 457 Plan Issues Bundled Provider RFP

Plan is seeking a firm to provide record keeping, plan administration and participant services.

09.09.22
Administrator - Bundled
Mid-Atlantic County Hires Bundled Provider

Firm will provide marketing and enrollment services, administrative services and recordkeeping services.

08.23.22