Multi-Asset/Investment Advisor
A 529 plan based in New England has selected program and investment managers after a search.
The village will review proposals related to investment services for its $70 million in cash deposited in an insured cash sweep account.
A foundation based in the Mid-Atlantic region is seeking an investment advisor and manager for its assets.
The city is seeking an investment manager for its $18 million in pension fund assets.
The secure choice savings program was created in 2021.
The university will transition to a new core investment menu in early June for its defined contribution plan, 403(b) plan and student employee retirement plans with a sole administrator handling oversight.
The plan hired a new investment advisor at a meeting earlier this month.
The authority’s RFP for investment management services follows an RFI issued in the fourth quarter.
The fund removed a multi-asset class manager from watch as concerns surrounding organizational changes have subsided, while two firms saw their own watch status extended through February 2024.
The plans are searching for investment advisory, custodial and record keeping services.