Administrator - Bundled

Administrator - Bundled
Great Lakes State Posts 457 Plan Bundled Provider RFP

State is seeking a fully bundled provider to handle responsibilities for its 457 and 401(k) plan assets.

06.09.21
Administrator - Bundled
Florida Authority Hires New Bundled Provider

A Florida authority hired a new bundled provider last month.

05.06.21
Administrator - Bundled
Mid-Atlantic City & Schools Concludes DC Retirement Plan Search

A Mid-Atlantic city and its school board hired a new deferred compensation retirement plan provider last month.

05.04.21
Administrator - Bundled
Western Deferred Comp Plan Begins Bundled Provider Search

The fund is seeking a firm to provide record keeping/administration, communication/education, investment advisory, investment management and custodial trustee services.

04.29.21
Administrator - Bundled
West Coast County Completes Bundled Record Keeper Search

A West Coast county completed its bundled record keeper search for its 457(b), 401(a) and retirement health savings plans last month.

04.16.21
Administrator - Bundled
Southeast Deferred Comp Plan Launches Bundled Provider Search

The plan is seeking a firm to provide record keeping, administration and participant education.

03.25.21
Administrator - Bundled
Rocky Mountain State Concludes DC Record Keeper Search

A Rocky Mountain state hired a new record keeper for its defined contribution plans.

03.22.21
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