Deferred Compensation

Multi-Asset/Investment Advisor
Calif. Water District Seeking Investment Advisor

District seeking an advisor for its $21 million in retirement plan assets.

03.24.22
Administrator - Bundled
Texas City Begins OPEB Trust Advisory Admin. Search

Plan is seeking firms to provide trust advisory and administration services for the establishment and potential administration of a trust relating to its OPEB obligations.

03.21.22
Mid-Cap
California DC Plan Seeking Mid-Cap Growth Mgrs.

Incumbent firm recently experienced a client loss that dropped its product assets below an acceptable threshold for the plan.

03.21.22
Consultant/OCIO/Discretionary
Midwest County Seeks Consultant

County is searching for a consultant for its 457(b) and 403(b) deferred compensation plans.

03.17.22
Consultant/OCIO/Discretionary
Mid-Atlantic DC Plan Rehires Consultant

The plan has rehired its incumbent to provide investment management and consulting services.

03.15.22
Consultant/OCIO/Discretionary
Southwest Authority Rehires 457 Plan Consultant

Plan rehired its investment consultant as the result of an RFP issued last year.

01.10.22
Consultant/OCIO/Discretionary
Northwest Corporation Seeking Investment Consultant

Corporation is seeking an investment consultant on behalf of several retirement plans.

10.05.21
Passive Equity
Illinois Plan To Issue Passive Equity RFP; DC Plan Hires Record Keeper

The plan is conducting the search after voting to consolidate three existing index portfolios into a Russell 3000 Index.

09.30.21
Consultant/OCIO/Discretionary
Northeast County Seeking 457 Plan Consultant

County has issued an RFP for investment consulting services related to its more than $100 million in 457 plan assets.

09.29.21
Consultant/OCIO/Discretionary
Southwest Authority Issues DC Plan Consultant RFP

Authority is seeking investment consulting services on behalf of its deferred compensation and defined contribution plans.

09.16.21