Searches And Hires

Administrator/Record Keeper
Midwest County DC Plans Seeking Record Keeper

Creative Planning is assisting with the search.

04.02.25
Multi-Asset/Investment Advisor
Rocky Mountain School District Posts Investment Advisor RFP

The district is seeking a firm to provide investment advisory services for its investment portfolio(s).

04.02.25
Alternatives
Mid-Atlantic Pension Plan Makes Commitments

The retirement system committed to three existing manager relationships and one new manager relationship in the first quarter.

04.02.25
Small- to Mid-Cap
Southeast Pension Swaps U.S. Small-Cap Managers

The plan hired a new domestic small-cap equity manager last month, replacing a terminated incumbent manager.

04.02.25
Credit/Private Debt
Southern Plan Hires Multi-Sector Credit Mgr.

The plan hired a multi-sector credit manager after increasing its target to the asset class last year.

04.02.25
International / Global / Emerging Markets
New England Pension Concludes Non-U.S. Equity Searches

The plan hired both incumbents in its international equity manager searches.

04.02.25
Multi-Asset/Investment Advisor
Western Tribal Organization Seeks 401k Advisor

The organization has issued an RFP seeking advisors to provide management advice and consultation for its employee retirement 401k account(s) on a non-discretionary basis as it puts the services out for bid periodically.

04.02.25
Multi-Asset/Investment Advisor
Mid-Atlantic College Foundation Issues Investment Advisor RFP

The foundation is seeking an investment advisor for its endowment as its bylaws require the services be placed out for bid every seven years.

04.02.25
Private Equity
Texas Pension Adds PE Commitments

The retirement system committed to funds with two new manager relationships last week.

04.01.25
Asset Study/Review
Mid-Atlantic Pension Adopts New A/A

The retirement system introduced TIPS and eliminated its low volatility and public real assets targets as a result of a new asset allocation policy.

04.01.25