Administrator - Bundled
Pacific Northwest City DC Plans Issue Bundled Provider RFP

The city expects to commence a contract on Nov. 1.

06.30.23
Small-Cap
Southeast Plans Watching Small-Cap Mgr.

The plans placed Wellington Management Company on watch this week due to the upcoming retirement of a partner and equity research analyst.

06.30.23
Industry News
Rocky Mountain Plan Seeking Executive Search Firm

The firm will assist the plan with its search to replace Executive Director Ron Baker, who was terminated from the role in May.

06.29.23
Core-Plus
Midwest Pension Plan Concludes Core-Plus Search

The pension plan hired the firm based on its favorable returns, low fees, diversification and low correlation to existing active core-plus fixed-income manager Loomis, Sayles & Company.

06.23.23
Non-U.S. & Global Equity
Mid-Atlantic Plans Make Maiden Int’l Small-Cap Hire

The manager will fill maiden targets of 5% to international small-cap equity for each plan.

06.23.23
People Moves
L Catterton Hires Private Credit Co-Head

He officially took on the newly created role in April.

06.22.23
Private Equity
Midwest Pension Plan Adds PE Commitment

The pension plan committed up to $40 million to an existing manager relationship yesterday.

06.22.23
Private Equity
Midwest Pension Plan Bolsters PE Portfolio

The pension plan’s investment committee approved a $75 million commitment to a middle market buyout strategy last week.

06.21.23
Asset Study/Review
Northwest Pension Plan Approves New A/A, Private Debt Commitment

The new fiscal year 2024 asset allocation policy will increase the fixed-income targets for four of the plan’s systems.

06.21.23
Administrator/Record Keeper
Midwest County 457 Rehires Record Keeper

The plan retained Nationwide Retirement Solutions as its record keeper in February.

06.20.23