Administrator/Record Keeper

Administrator/Record Keeper
West Coast Deferred Comp Plan Retains TPA

The plan interviewed two finalists in its third-party administrator search.

07.09.26
Administrator/Record Keeper
Mountain West 457 Plan Posts Record Keeper RFP

The search is being conducted due to the upcoming contract expiration of its incumbent provider.

07.07.26
Administrator - Bundled
Midwest 457 Plan Rehires Bundled Provider

The county issued an RFP in February as part of a periodic review of its services.

06.17.26
Administrator/Record Keeper
Pacific Northwest DC Plan Launches TPA Search

The search is being conducted as the plan’s incumbent will see its contract expire next year.

06.02.26
Administrator/Record Keeper
Northeast County Issues 457 Provider RFP

The plan retained its incumbent in 2020 following a similar search.

05.29.26
Administrator/Record Keeper
Southern State Seeks Record Keeping, Investment Advisory Services

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.

05.27.26
Administrator/Record Keeper
West Coast 457 Plan Seeking Record Keeper

The county rehired its incumbent in 2019 following a similar search.

05.20.26
Administrator - Bundled
Texas 457 Plan Seeking TPA Services

The plan is seeking to consolidate to one provider from its current three through an RFP process.

05.18.26
Administrator/Record Keeper
Southeast Plans Seeking Retirement Provider

The city is seeking a provider for its four defined contribution plans.

05.14.26
Administrator/Record Keeper
Northeast Pension Seeking TPA

The requested services have been done by pension plan employees and its investment manager to date.

05.12.26