Administrator - Bundled

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
Administrator - Bundled
Southeast DC Plan Seeking Administrator

The board is seeking plan administration and investment management services for its two retirement plans.

04.28.25
Administrator - Bundled
Southeast Retirement Program Posts Bundled Provider RFP

The program currently has four providers for the services.

04.24.25
Administrator/Record Keeper
Southwest Authority Issues Bundled Provider RFP

The authority is seeking a comprehensive provider for its retirement plans.

04.21.25
Administrator - Bundled
Midwest Secure Choice Program Launches Bundled Provider Search

The program is searching for administration, management and investment management services.

04.10.25
Administrator - Bundled
West Coast DC Plans Post Administrator RFP

The selected firm will provide administration, record keeping, communication, education, investment management and custodial trustee services for the plans.

04.10.25