Administrator - Bundled
Midwest City Seeking 457 Plan Bundled Services

The city is seeking proposals for record keeping, administration, investment platform and compliance services as well as investment advisory services for its 457 plan.

07.16.21
Consultant/OCIO/Discretionary
Northeast Police Plan Taps New Consultant

The plan selected a new investment consultant at a board meeting last month.

07.16.21
Multi-Asset/Investment Advisor
Mid-Atlantic Authority Begins Investment Mgr. Search

The authority is seeking discretionary investment management services for its various funds.

07.15.21
Multi-Asset/Investment Advisor
Keystone State Plans Nearing Investment Advisor RFP Issuance

The plans expect to issue their investment advisor RFP later this month.

07.14.21
Real Estate
New England Plan Bolsters Real Estate Portfolio; Names New ED

The plan approved a new real estate commitment at last week’s board meeting.

07.13.21
Multi-Asset/Investment Advisor
Northeast Plans Launch Investment Mgr. Search

The plans are seeking investment management and custodial services.

07.13.21
People Moves
MOSERS Taps Next CIO From Texas Muni

TJ Carlson will join the $9.1 billion Missouri State Employees Retirement System as its new cio.

07.12.21
Administrator/Record Keeper
Southeast Transportation Authority Eyes Administration, Record Keeper Hire

The authority presented a hire recommendation in its search for third-party administration and record keeping services last month.

07.12.21
Administrator/Record Keeper
Midwest Deferred Comp Plan Concludes TPA Search

The plan chose a new firm to serve as its third-party administrator last month.

07.09.21
Fixed-Income
Tenn. Plan Makes Fund Lineup Change

The plan’s consultant conducted a search last quarter due to organizational changes.

07.08.21