Administrator/Record Keeper

Administrator/Record Keeper
Southeast DC Plans Tap New Record Keeper

The plans launched a search in February due to the contract expiration of their incumbent.

04.19.24
Administrator - Bundled
Northeast DC Plan Rehires Bundled Provider

The deferred compensation plan rehired its incumbent bundled provider to conclude a search launched last year.

04.10.24
Administrator/Record Keeper
Southeast DC Plans Seeking Record Keeper

The plans have been working with their incumbent record keeper since 1977.

04.03.24
Administrator/Record Keeper
Midwest Deferred Compensation Plan Posts Record Keeper RFP

The RFP is due to the incumbent firm’s impending contract expiration.

03.07.24
Administrator - Bundled
Oregon 457 Plan Posts TPA Services RFP

The deferred compensation plan is searching for a firm to provide retirement plan administration and record keeping services.

02.20.24
Administrator/Record Keeper
Rocky Mountain 457 Plan Rehires Record Keeper

The hire concludes a search launched in May due to the incumbent’s contract expiration.

02.15.24
Administrator/Record Keeper
Western University System Issues Retirement Plan Record Keeper RFP

The university system is seeking a retirement plan administrator and record keeper for its 401(a) and 403(b) defined contribution plans.

02.14.24
Administrator/Record Keeper
Northeast County Issues Record Keeper RFP

The plan last conducted a similar search in 2020.

02.13.24
Administrator/Record Keeper
Northeast 457 Plan Launches TPA Search

The plan has been expected to launch a search for a third-party administrator as the incumbent nears its contract expiration.

02.05.24
Administrator/Record Keeper
Northeast County Seeking Services For New 457 Plan

The county is looking for investment advisor and record keeping services for a new 457(b) plan.

02.05.24