Administrator/Record Keeper

Asset Study/Review
Southern 529 Plan Adds Investment Portfolio Options

A 529 plan in a Southern state has added two investment portfolio options.

05.05.20
Administrator/Record Keeper
Midwest Plan Retain Record Keepers; Approve New Investment Lineup

A plan based in the Midwest renewed its record keeper contracts and approved a new investment lineup at a recent meeting.

04.30.20
Administrator/Record Keeper
Northeast 457 Plan Seeking Administrative Services

A Northeast deferred compensation plan has issued an RFP seeking administrative service providers.

04.29.20
Administrator/Record Keeper
Rocky Mountain City Seeking Retirement Plan Service Providers

A Rocky Mountain city has posted an RFP for retirement plan services providers.

04.28.20
Administrator/Record Keeper
Southern University Searching For Retirement Plan Record Keepers

A Southern university is seeking one or more firms to provide record keeping services for its more than $1 billion in combined retirement plan assets.

04.15.20
Daily Feed
West Coast Savings Plan To Issue Program Manager RFP

A savings plan on the West Coast will discuss issuing a program manager RFP at a board meeting tomorrow.

04.14.20
Administrator/Record Keeper
Mid-Atlantic Plan Taps Record Keeper

 A Mid-Atlantic plan concluded its search for record keeping services in the fourth quarter.

04.14.20
Administrator/Record Keeper
Southwest Transit Authority Posts Investment Advisor RFP

A Southwestern transportation authority has issued an investment advisory services RFP on behalf of its retirement plans.

04.09.20
Administrator/Record Keeper
Mid-Atlantic County Hires New TPA

A county deferred compensation plan in the Mid-Atlantic region has concluded its TPA search.

04.09.20
Administrator/Record Keeper
Northeast Town Cancels 457 RFP Due To COVID-19

A town in the Northeast has canceled its 457 plan administration and investment management services RFP due to the COVID-19 pandemic.

04.06.20