Deferred Compensation

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
Administrator/Record Keeper
Northeast Deferred Comp Plan Seeking Bundled Provider

The plan is looking for a firm to provide plan design and administration, record keeping, investment option selection, monitoring and trustee/fiduciary education.

07.26.21
Consultant/OCIO/Discretionary
MTA Seeking 457 Plan Consultant

Plan is searching for general investment consulting services on behalf of its 457 and 401 plans.

07.20.21
Fixed-Income
Tenn. Plan Makes Fund Lineup Change

The plan’s consultant conducted a search last quarter due to organizational changes.

07.08.21
Consultant/OCIO/Discretionary
Empire State Plan Retains Investment Consultant

State deferred compensation plan retained its incumbent investment consultant following a search initiated last quarter.

07.06.21
Consultant/OCIO/Discretionary
New England 457 Plan Issues Investment Advisor RFP

The plan is conducting the search due to the contract expiration of its incumbent.

06.30.21