Searches And Hires

Consultant/OCIO/Discretionary
Historically Black University Seeks Retirement Plan Consultant

The university has issued an RFP seeking a retirement plan consultant to assess its retirement programs, modernize offerings and enhance performance to fill an advisory gap left by its record keeper.

08.19.26
International / Global / Emerging Markets
Midwest Pension Terminates Underperforming Mgr.

The termination comes after the firm was placed on watch for performance reasons in the first quarter.

08.19.26
Large-Cap
Southern OPEB Trust Hires Index Manager

The trust funded the hires through the termination of two existing large-cap equity managers.

08.19.26
Multi-Asset/Investment Advisor
Northeast Corporation Seeks Advisory Services For Establishing OPEB Trust

The corporation is seeking firms to provide comprehensive advisory, administrative and investment management services for the establishment and ongoing management of an OPEB Section 115 Trust.

08.19.26
Non-U.S. & Global Equity
Western Trust Hires Global Equity Manager

A trust fund based in a Western state has added a new global equity manager to its portfolio.

08.19.26
Multi-Asset/Investment Advisor
Southern Academy Seeks Treasury Mgmt., Banking Services

The academy has issued an RFP seeking firms to provide treasury management, banking, and depository services.

08.19.26
Administrator - Bundled
Texas City Seeking OPEB Trust Administration Services

The plan is seeking the services for a yet-to-be established post-retirement healthcare trust.

08.18.26
Multi-Asset/Investment Advisor
West Coast DC Plans Mull Balanced Mgr. Replacement

The plans considered replacing their underperforming balanced fund manager earlier this month.

08.18.26
Consultant/OCIO/Discretionary
West Coast Issues 457 Plan Consultant RFP

The deferred compensation plan currently works with general investment consultant Creative Planning Institutional Advisors.

08.18.26
Administrator/Record Keeper
New Jersey County 457 Posts Administrator RFP

The incumbent firm has provided the services since 2022 and is invited to rebid.

08.17.26