Administrator - Bundled
The RFI will be used to gather information for an upcoming RFP.
A Northeastern pension plan hired a new firm to provide bundled services in November.
A plan in the Great Plains region has hired a program manager following a search process from this summer.
A 529 plan based in the West will consider approving an RFP for a program manager and placing three investment strategies on watch at its board meeting today.
A 529 plan in the Mid-Atlantic region is searching for a program manager due to the incumbent provider’s impending contract expiration.
A health plan in the Mid-Atlantic region retained its firm for investment management and record keeping services earlier this year following a search from the fourth quarter of 2019.
A Northwestern transit agency has selected Empower Retirement to provide plan administration, record keeping, education and investment-related services for its deferred compensation plan.
A Southeastern transportation authority has shortlisted five firms in its search for third-party administration and record keeping services.
An East Coast county has issued an RFP for deferred compensation plan administrative services.
A Northwestern 457 deferred compensation plan has issued an RFP for plan administrative services.
