Administrator - Bundled

Administrator/Record Keeper
Midwest 457 Plan Issues Investment, Record Keeping RFP

The plan is seeking a firm to provide record keeping, administration and investment services.

02.16.21
Administrator - Bundled
Southeast Deferred Comp Plans Rehire Bundled Provider

The hire completes a search launched last year due to the incumbent’s contract expiration.

02.12.21
Administrator - Bundled
West Coast DC Plan Launches Bundled Provider Search

A West Coast deferred compensation plan has launched a bundled provider RFP search.

02.08.21
Administrator - Bundled
Southeast School District Concludes Plan Admin. Services Search

The district rehired its administrator after issuing an RFP for the services in July.

02.04.21
Administrator - Bundled
Western 529 Hires New Program Manager For Advisor Sold Plan

A 529 plan in the West has hired a new program manager for its advisor-sold plan.

02.04.21
Administrator - Bundled
Midwest DC Program To Conduct TPA Search

A Midwestern deferred compensation program will conduct a third-party administrator search in the first quarter.

01.21.21
Administrator - Bundled
Mid-Atlantic City & Schools Seeking DC Retirement Plan Services

A Mid-Atlantic city and its school board are seeking a single vendor to provide deferred compensation retirement plan services.

01.19.21
Administrator - Bundled
West Coast City Posts 457 Bundled Provider RFP

A West Coast city has issued a bundled provider RFP on behalf of its deferred compensation plan and retiree health savings account program.

01.14.21
Administrator - Bundled
Southeast Deferred Comp Plans Slate Bundled Provider Rehire

A pair of Southeastern deferred compensation plans will seek approval to rehire their bundled provider at a meeting next week.

01.08.21
Administrator - Bundled
Southern Plans Searching For Program Manager

Plans based in the South are searching for a firm to provide program manager services due to the impending contract expiration of its current provider in the third quarter.

01.07.21