Administrator - Bundled
The county deferred compensation plan consolidated its providers to one firm from three.
The county’s deferred compensation plans are seeking record keeping, administration and investment services.
The state treasurer’s office has launched the search due to the impending contract expiration of its incumbent provider.
The city consolidated to one provider following a similar search process launched in 2015.
The county 457 plan is on the lookout for third-party administrative services.
The plans previously worked with Corebridge Financial.
The city anticipates hearing finalist presentations in late spring 2026.
The state launched a similar search for services late last year.
The university is consolidating to one record keeper for its retirement plans to simplify plan administration and reduce participant costs.
The plans currently work with MissionSquare Retirement.