Administrator - Bundled
Rocky Mountain State Concludes DC Record Keeper Search

A Rocky Mountain state hired a new record keeper for its defined contribution plans.

03.22.21
People Moves
Midwest Plan Taps New Fixed-Income, Alts. Directors

The new directors will succeed Matthew Worley, who will become cio in May.

03.19.21
Alternatives
Calif. Plan Bolsters PE, Real Assets Portfolios

A California plan approved private equity and infrastructure commitments at yesterday’s board meeting.

03.19.21
Master Limited Partnership
Midwest Plan Axes MLP Manager

A Midwestern pension plan liquidated its sole Master Limited Partnerships mandate at an investment committee meeting yesterday.

03.18.21
Multi-Asset/Investment Advisor
West Coast Water District Seeking OPEB Admin. & Investment Mgmt. Services

A West Coast water district has issued an RFP seeking administrative and investment management services for its OPEB Trust.

03.17.21
Consultant/OCIO/Discretionary
Rocky Mountain Program Seeking Investment Consultant

A secure savings program in the Rocky Mountain region is seeking an investment consultant.

03.16.21
Consultant/OCIO/Discretionary
West Coast DC Plan Reissues Investment Consultant RFP

A West Coast deferred compensation plan has reissued its investment consultant RFP after postponing the search last year.

03.15.21
Real Estate
Calif. Plan Approves Real Estate Commitment

A California pension plan approved a non-core real estate commitment that fulfilled its fiscal year 2021 pacing plan.

03.12.21
Alternatives
Calif. Plan Concludes Managed Account Platform Search

A California plan has concluded its search for an alternative investments dedicated managed account platform provider.

03.12.21
Domestic Equity
Midwest DC Program Terminates Large-Cap Value Mgr.

A Midwestern deferred compensation program terminated its domestic large-cap value equity manager at yesterday’s board meeting.

03.12.21