Deferred Compensation

Consultant/OCIO/Discretionary
Great Lakes County 457 Plan Seeking Consultant

The selected consultant will run a review of and RFP for plan provider services.

03.08.23
Consultant/OCIO/Discretionary
Windy City Deferred Comp Plan Taps New Consultant

The plan selected a new general investment consultant in the fourth quarter following a search initiated earlier in the year.

03.07.23
Alternatives
Illinois Plan Makes RE, PE Commitments; Hires DC Consultant

The plan made commitments totaling $500 million to three funds and retained its incumbent to advise on its defined contribution plans last week.

02.07.23
Consultant/OCIO/Discretionary
Great Lakes Township Begins DC Consultant Search

Selected consultant will oversee township’s 457(b), 401(a) and retirement health savings plans.

02.06.23
Administrator/Record Keeper
West Coast City Seeking Record Keeper

The city is also looking to establish a deferred compensation committee as part of the RFP process.

12.15.22
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