Administrator - Bundled

Administrator - Bundled
Southern DC Plan Retains Bundled Provider

The plan issued an RFP earlier this year due to the incumbent’s upcoming contract expiration.

07.26.24
Administrator - Bundled
Pacific Northwest DC Plan Hires New Record Keeper

The plan issued an RFP last year due to the contract expiration of its incumbent.

07.19.24
Administrator - Bundled
California County Seeking DC Plan Providers

The county last conducted a search for the services on behalf of its 457(b) and 401(a) plans in 2019.

07.11.24
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