| FIN News

Consultant/OCIO/Discretionary

Great Lakes City Seeking VEBA Plan Consultant

City’s search comes alongside one for third-party administration services on behalf of a newly created trust fund.

01.11.21

Consultant/OCIO/Discretionary

Calif. County Targets New RE Consultant

The plan’s incumbent real estate consultant did not respond to an RFP issued due to its contract expiration.

01.11.21

Consultant/OCIO/Discretionary

Southwest Plan Seeking Investment Consultant

Plan has issued an RFP for retirement plan advisory services related to investments.

01.11.21

Profiles

N.J. Guns & Hoses Plan Charting Its Own Path

Plan is working toward a full transition from the New Jersey Division of Investment and State Investment Council this year after taking several big steps in 2020.

01.11.21

People Moves

New Jersey Appoints First Diversity Portfolio Mgr.

Position is dedicated to expanding investment opportunities for MWBE fund managers.

01.08.21

People Moves

Consulting Firm Taps First Chief Marketing Officer

Firm’s new chief marketing officer joins from a local equity manager.

01.07.21

Non-U.S. & Global Equity

Great Lakes Plan Concludes Int’l Value Search

A plan in the Great Lakes region selected a new international value equity manager to replace a firm terminated last year.

01.06.21

Consultant/OCIO/Discretionary

Great Lakes Plan Retains Incumbent Consultant

Plan retained its incumbent consultant following an RFP process initiated in September.

01.06.21

Administrator/Record Keeper

Great Lakes City Seeking TPA For New Health Trust

City is seeking a third-party administrator to oversee a newly executed health trust connected to its general employees and police & fire retirement plans.

01.05.21

Administrator/Record Keeper

Southwest 457 Plan Posts Record Keeper RFP

Plan has launched an RFP for record keeping services on behalf of its $14 million 457 deferred compensation plan.

01.04.21

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