Deferred Compensation

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
Consultant/OCIO/Discretionary
Texas Authority Launches Discretionary Advisor Search

Authority is seeking a discretionary investment advisor for its two deferred compensation plans.

09.13.21
Administrator/Record Keeper
Texas 457 Plan Seeking TPA

Plan has issued an RFP seeking third-party administration services.

08.24.21
Consultant/OCIO/Discretionary
Michigan Authority Seeking 457 Plan Consultant

Authority is seeking a consultant on behalf of its 457(b) and 401(a) plans.

08.17.21
Administrator - Bundled
Southeast Authority Concludes Admin., Record Keeper Search

The transportation authority approved the hire of a new firm to handle the services last month.

08.04.21
Consultant/OCIO/Discretionary
West Coast 457 Plan Posts Consultant RFP

Government association has issued an RFP for investment and advisory services on behalf of its deferred compensation plan.

07.28.21