Administrator - Bundled

Administrator/Record Keeper
Calif. 457 Plan Seeking Administrative Services

The plan is working with Benefit Financial Services Group and anticipates a selection in April.

11.02.22
Consultant/OCIO/Discretionary
Calif. County Retains DC Consultant

The general investment consultant was last hired following a similar search process in 2016.

10.12.22
Administrator - Bundled
Midwest Transit Plans Tap TPA

The plans selected a new third-party administrator after previously providing the services in-house.

10.12.22
Administrator - Bundled
Southern ABLE Plan Transitions To New Program Mgr.

The plan approved transitioning to a new program manager in the third quarter as its previous provider was acquired earlier this year.

10.06.22
Administrator - Bundled
Calif. City Issues Bundled Provider RFP

City is searching for a record keeper and administrator for its deferred compensation and voluntary employee beneficiary association retirement plans.

09.19.22
Administrator - Bundled
Southwest 457 Plan Issues Bundled Provider RFP

Plan is seeking a firm to provide record keeping, plan administration and participant services.

09.09.22
Administrator - Bundled
Calif. Authority Posts DC Plan Administration RFQ

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

09.07.22
Administrator - Bundled
Mid-Atlantic County Hires Bundled Provider

Firm will provide marketing and enrollment services, administrative services and recordkeeping services.

08.23.22
Administrator - Bundled
Virginia City 457 Seeking TPA

The selected firm will provide services to the plan through Oct. 31, 2027.

08.16.22
Administrator - Bundled
West Coast Water District DC Plans Seeking Bundled Provider

The district is looking for a firm to provide administration, record keeping and investment management services for its plans.

08.10.22