Administrator - Bundled
Northwest County Seeking 457 Plan Retirement Services

A Northwestern county has issued an RFP seeking retirement services for its 457 deferred compensation plan due to the upcoming contract expiration of its current provider.

09.22.20
Credit/Private Debt
Midwest Plan Eyes Credit RFP After Increasing Target

A Midwestern employees’ pension plan is preparing a credit manager RFP after increasing its target to the asset class as part of broader allocation changes.

09.17.20
Multi-Asset/Investment Advisor
Rocky Mountain Town Seeking Deferred Comp Investment Advisor

A town within the Rocky Mountain region has issued an investment advisor RFP for its 401(a) and 457(b) retirement plans.

09.15.20
Real Estate
West Coast Plan Approves RE Commitment, Pacing Plans

A West Coast pension plan added a real estate commitment and approved pacing plans for its real estate and private markets portfolios at today’s board meeting.

09.11.20
People Moves
Marathon Snags High-Yield MD From J.P. Morgan

Marathon Asset Management has hired Michael Schlembach as a managing director and senior portfolio manager.

09.11.20
People Moves
Post Advisory Group Names Sales & Marketing Head

Post Advisory Group has hired Eileen Mancera as managing director and head of sales and marketing.

09.10.20
People Moves
Putnam Fixed-Income CIO To Retire Next Year

Putnam Investments has announced that Fixed-Income CIO D. William Kohli will retire from the firm on June 30, 2021.

09.10.20
People Moves
Callan Adds V.P. To Real Assets Consulting Group

Callan added Bernie Bazile as a v.p. in its real assets consulting group today.

09.09.20
Multi-Asset/Investment Advisor
Florida City Seeks Investment Manager

A Florida city has issued an RFP seeking investment management services.

09.09.20
People Moves
Fort Washington Names Co-CIO

James Vance will become co-cio of Fort Washington Investment Advisors, a subsidiary of Western & Southern Financial Group, effective Oct. 1.

09.09.20