Search is for a firm to provide investment management and record keeping services for retirement plans due to the upcoming contract expiration of its current providers.
A 529 plan based in the Southwest has hired an investment manager and program manager for its advisor-sold plan following a search from last year as its incumbent provider was acquired in 2020 and declined to extend its contract last year.
A community college based in Illinois has selected an investment advisor following a search from last year as it sought one firm to handle all its investment services.