Administrator - Bundled

Administrator - Bundled
Rocky Mountain Town Seeking Retirement Plan Administration Services

The town expects to select a firm on Oct. 15.

08.22.25
Administrator - Bundled
West Coast Investment Board To Issue Investment/Administration RFP

The RFP will be released next week due to the contract expirations of two incumbents.

08.22.25
Administrator - Bundled
Pa. Township DC Plans Seeking Bundled Services

The township is seeking record keeping, investment management and education services on behalf of its deferred compensation plans.

08.07.25
Administrator - Bundled
Calif. 457 Plan Seeking Plan Admin Services

The city is seeking bundled services on behalf of its $305.9 million deferred compensation and $2.1 million defined contribution plans.

07.22.25
Administrator - Bundled
Southeast DC Plans Rehire Administrator

The plans opted to retain the incumbent firm to provide administration and investment management services.

07.18.25
Administrator/Record Keeper
West Coast 457 Plan Eyes Record Keeper RFP

The plan will also receive a domestic large-cap growth equity manager search report next week.

06.13.25
Administrator - Bundled
Great Lakes 457 Plan Posts TPA RFP

The city is seeking to consolidate to a single bundled services provider from its current four.

06.12.25
Administrator - Bundled
Midwest State Prepares 529 Manager Search

A state based in the Midwest is preparing an RFP for a program manager for its $4.4 billion college savings program.

06.12.25
Administrator - Bundled
Northeast Investment Pool Restarts Bundled Provider Search

The pool previously issued an RFP in 2024 but canceled the search earlier this year.

05.23.25
Administrator - Bundled
Northeast DC Plans Seeking Bundled Provider

The current provider will see its contract expire at the end of this year.

04.29.25