Deferred Compensation

Administrator/Record Keeper
Windy City 457 Seeking TPA

Search is for a firm to provide record keeping, plan compliance support and administration, among other responsibilities.

06.09.22
Administrator/Record Keeper
Northeast Authority Seeks Admin For DC Plan

Authority is searching for a firm to oversee its $175 million deferred compensation plan.

06.02.22
Consultant/OCIO/Discretionary
Midwest County Issues 457 Plan Advisor RFQ

County’s 457 plans have not previously contracted for the services.

05.06.22
Administrator - Bundled
Texas School District Posts 457 Plan Services RFP

Search is for services for up to three 457 plans.

04.07.22
Administrator/Record Keeper
West Coast City Seeks Record Keeper

City is searching for a record keeper for three of its deferred compensation plans.

03.25.22
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