Administrator - Bundled

Administrator - Bundled
Southwest DC Plans Seeking Bundled Provider

The city is looking to consolidate its current two vendor model.

06.05.24
Administrator - Bundled
Pacific Northwest 457 Plan Issues Bundled Provider RFP

The plan has issued an RFP seeking third-party administration and record keeping services.

06.03.24
Administrator - Bundled
Texas School District Posts Retirement Plan Services RFP

The district is seeking a provider for record keeping and administration, investment advisory and trustee services.

05.17.24
Administrator - Bundled
Texas Transit System Posts Retirement Services RFP

The transit system is seeking the services on behalf of its 457(b) and 401(a) plans.

05.14.24
Administrator - Bundled
Southwest University System Wraps Up Search For Retirement Plan Record Keeping, Investment Services

The system selected two managers to wrap up its search for firms to provide lead record keeper, investment, administrative and participant services for its more than $5 billion in retirement assets.

04.17.24
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
Consultant/OCIO/Discretionary
Housing Authority Posts Investment Advisor, Retirement Plan Services RFPs

Authority has issued RFPs for both retirement plan investment advisory services and retirement plan services on behalf of its roughly $29.5 million in assets.

03.21.24
Administrator - Bundled
Western 529 Plan Concludes Program Manager Search

The college savings plan selected a new program manager to provide investment management and account administration services following a search earlier in the year.

03.14.24
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
Midwest ABLE Plan Sticks With Program Manager, Record Keeper

The state disability savings plan selected its incumbent program manager and record keeper to continue to provide the services following a search launched last year.

03.06.24