Administrator/Record Keeper
Southeast DC Plans Seeking Record Keeper

The plans are looking to consolidate to a single provider for the services.

01.25.24
Small-Cap
Midwest DC Plan Lines Up U.S., Int’l Small-Cap Searches

The plan is preparing searches for international and U.S. small-cap equity managers for this year.

01.24.24
Administrator - Bundled
Southern DC Plan Seeking Bundled Provider

The plan is searching for a firm to provide record keeping, administration, communication, education, custodial trustee and investment services.

01.24.24
People Moves
Pennsylvania Muni Taps New Secretary

The plan’s ceo has added the title of secretary.

01.23.24
People Moves
Pennsylvania Public School Investment Director Departs

She is leaving the plan after 28 years to pursue a new role.

01.23.24
Private Equity
Midwest Pension Approves Private Equity Commitments

The plan approved three commitments, including two re-ups, at its meeting last week.

01.23.24
Consultant/OCIO/Discretionary
Northeast Pension Eyes Investment Consultant RFP

The search is for due diligence purposes as the plan has worked with its incumbent for “decades.”

01.23.24
Multi-Asset/Investment Advisor
Northeast Transit Authorities Conclude Investment Services Searches

The authorities launched searches in September as they neared the end of their five-year contract with their incumbent.

01.22.24
People Moves
Carmel Partners Hires CIO

He joins from Veritas Investments, where he held the same position.

01.22.24
Bank Loan
Midwest Pension Nears Bank Loan Mgr. Hires

The plan conducted interviews with four finalists at a meeting today.

01.19.24