Administrator - Bundled
The treasury office is searching for a firm to provide record keeping, administrative and investment management services for its college savings plan program.
The plans previously worked with bundled provider MissionSquare Retirement.
The pension plan issued an RFP in May seeking services previously provided by staff and its investment manager.
The utilities board has worked with the incumbent provider since 2019.
The plan is seeking record keeping, education, communications and investment-related services.
The organization is seeking retirement plan service providers to handle record keeping, investment management, participant and administrative services to reduce the burden on internal staff.
The county issued an RFP in February as part of a periodic review of its services.
The deferred compensation plan previously conducted a search for the services in 2020.
The city is seeking one or more firms to provide bundled services for its retirement plans.
The plan is seeking to consolidate to one provider from its current three through an RFP process.
