Administrator - Bundled

Administrator - Bundled
West Coast Deferred Comp Seeking Bundled Record Keeper

The plan has issued an RFP for administrative and record keeping services.

02.25.21
Multi-Asset/Investment Advisor
Midwest State Fund Rehires Program Manager

A state fund based in the Midwest rehired the program managers for its multi-billion portfolio last week.

02.25.21
Administrator - Bundled
Northeast Treasurer’s Office Hires Org To Help Launch ABLE Program

A treasurer’s office in the Northeast hired an organization to help launch its Achieving a Better Life Experience program in the third quarter.

02.24.21
Administrator/Record Keeper
Midwest 457 Plan Issues Investment, Record Keeping RFP

The plan is seeking a firm to provide record keeping, administration and investment services.

02.16.21
Administrator - Bundled
Southeast Deferred Comp Plans Rehire Bundled Provider

The hire completes a search launched last year due to the incumbent’s contract expiration.

02.12.21
Administrator - Bundled
West Coast DC Plan Launches Bundled Provider Search

A West Coast deferred compensation plan has launched a bundled provider RFP search.

02.08.21
Administrator - Bundled
Southeast School District Concludes Plan Admin. Services Search

The district rehired its administrator after issuing an RFP for the services in July.

02.04.21
Administrator - Bundled
Western 529 Hires New Program Manager For Advisor Sold Plan

A 529 plan in the West has hired a new program manager for its advisor-sold plan.

02.04.21
Administrator - Bundled
Midwest DC Program To Conduct TPA Search

A Midwestern deferred compensation program will conduct a third-party administrator search in the first quarter.

01.21.21
Administrator - Bundled
Mid-Atlantic City & Schools Seeking DC Retirement Plan Services

A Mid-Atlantic city and its school board are seeking a single vendor to provide deferred compensation retirement plan services.

01.19.21