The plan is looking to consolidate its services to one single provider.
The university is seeking a firm to provide record keeping, custodian, investment management, administration, communications, education and other related services for its 403(b) plan.
The health system hired a new record keeper for its 403(b) plans, 401(a) plan and 457(b) plan following a search.
The plan’s incumbent provider was first hired in 2009.
A Midwestern authority is seeking plan administration services for its deferred compensation plans.
The plan last retained its general investment consultant in 2017 and has worked with its incumbent record keeper for 10 years.
The hire wraps up a search launched earlier this year seeking a firm to provide administrative services, plan implementation, technical services and the investment vehicle for the plans.
County is seeking a third-party administrator on behalf of its $78.6 million deferred compensation plan.
The plan is conducting the search due to the upcoming contract expiration of its incumbent.
The plans concluded a search launched last year in anticipation of four contract expirations.
Financial Investment News is a key service provider for the asset management and financial services industries. For further details on our offerings, contact Victoria Dorage at [email protected]