Administrator - Bundled

Administrator - Bundled
Southern Police Pension Nabs Int’l Equity Finalists

The plan named three finalists to replace its current international growth equity manager.

12.23.24
Non-U.S. & Global Equity
Southeast Plan Approves Global Growth Equity Search

The search is being conducted to replace the plan’s incumbent global growth equity manager, which has been on watch due to underperformance.

12.18.24
Administrator - Bundled
Calif. 457 Plan Concludes Admin, Investment Services Search

The plan rehired its incumbent to provide administrative, investment and communication advisory services.

11.26.24
Administrator - Bundled
Southeast 457 Plan Posts Administrator RFP

The plan is seeking services that may include custodial/trustee, plan and participant level record keeping, employee enrollment, participant education and ongoing administrative and regulatory support.

11.21.24
Administrator - Bundled
Northeast County Deferred Comp Plan Rehires Bundled Provider

The deferred compensation plan received six proposals in response to an RFP issued in January.

11.12.24
Administrator/Record Keeper
Windy City DC Plan Hires Bundled Provider

The deferred compensation plan elected to remain with its incumbent record keeping and administration provider this week.

11.08.24
Administrator - Bundled
Calif. Authority Issues DC Plan Admin. RFQ

The selected firm will serve an initial one-year term beginning on Jan. 1.

11.05.24
Administrator - Bundled
Northeast Investment Pool Posts Bundled Provider RFP

The pool is seeking a firm to provide services related to investment advisory, administrative and investment management, member, custodial and auditing.

11.05.24
Administrator - Bundled
Midwest City Taps New Record Keeper For DC Plans

The city received seven proposals in response to an RFP issued in June.

10.28.24
Multi-Asset/Investment Advisor
West Coast Water District Launches Investment Services Search

The district is seeking investment services for its 401(a) and 457(b) plans, which have a combined $7.7 million in assets.

10.22.24