Administrator/Record Keeper
The deferred compensation plan does not currently utilize an external record keeper.
The pension plan issued an RFP in May seeking services previously provided by staff and its investment manager.
The utilities board has worked with the incumbent provider since 2019.
The plan interviewed two finalists in its third-party administrator search.
The search is being conducted due to the upcoming contract expiration of its incumbent provider.
The county issued an RFP in February as part of a periodic review of its services.
The search is being conducted as the plan’s incumbent will see its contract expire next year.
The plan retained its incumbent in 2020 following a similar search.
The state’s treasury department is seeking two firms to provide record keeping, administrative and communication services as well as custodial and investment advisory services as it looks to reduce its current fee structure.
The county rehired its incumbent in 2019 following a similar search.
