Administrator/Record Keeper
A 529 plan in the Midwest retained its program management, administration and investment services provider following a search from last year.
The plans are seeking record keeping as well as third-party administrative services.
A treasurer’s office in the Northeast hired an organization to help launch its Achieving a Better Life Experience program in the third quarter.
A city in the Southeast is searching for an administrator for two 457(b) plans and two 401(a) plans totaling over $13 million.
The plan is seeking a firm to provide record keeping, administration and investment services.
Midwestern deferred plans have issued an RFP seeking record keeping, administration and custodial services.
A 529 plan in the West has hired a new program manager for its advisor-sold plan.
A Rocky Mountain authority is seeking a record keeper for its three defined contribution plans.
The airport authority made a recent hire in its search for administration and record keeping services for its 457 Deferred Compensation Plan and 401(a) Defined Contribution Plan.
District has posted an RFP seeking third-party administration services on behalf of its 457 and 403(b) plans.