Administrator/Record Keeper

Consultant/OCIO/Discretionary
Great Lakes County 457 Plan Seeking Consultant

The selected consultant will run a review of and RFP for plan provider services.

03.08.23
Administrator/Record Keeper
West Coast 457 Plan Makes Record Keeper Switch

The plan hired a new record keeper this week.

03.01.23
Administrator/Record Keeper
Conn. Town Seeking Record Keeper For DC Plans

MissionSquare Retirement currently serves as the plans’ service provider.

02.23.23
Stable Value
Midwest DC Plan Concludes Stable Value, Record Keeping Searches

The plan rehired its incumbent for the services at a board meeting last week.

02.21.23
Passive Fixed-Income
Northeast Plan Slates Passive TIPS Manager Search

The search will be launched in the coming weeks as one of the plan’s 2023 initiatives.

02.21.23
Administrator/Record Keeper
New England 457 Plans Seeking Administrator

The plans are seeking a firm to administer all aspects of its 401(a) and 457(b) plans.

02.21.23
Administrator/Record Keeper
Northeast 457 Plan Sticks With Nationwide

The plan rehired its incumbent following a search launched in the fall.

02.15.23
Administrator/Record Keeper
Pacific Northwest 457 Plan Seeking Record Keeper

The contract of the plan’s incumbent is set to expire.

02.09.23
Administrator - Bundled
Southern Council Seeking DC Plan Advisory Services

Candidates will be evaluated on firm organization, investment policy development and manager research and performance evaluation, among other considerations.

02.01.23
Administrator/Record Keeper
Northwest Retirement Plans Seeking TPA

The plans’ incumbent was most recently rehired in 2018.

01.17.23