Administrator - Bundled

Mid-Atlantic School District Seeks Bundled Provider

A Mid-Atlantic school district is searching for a bundled provider for its 403(b) and 457(b) plans.

10.19.21

Southeast Utility To Reissue Administrator RFP Following Cancellation

A Southeastern utility has cancelled its search for an administrator for its deferred compensation plans and intends to reissue the RFP at a later date.

10.15.21

Administrator - Bundled

Southeast Deferred Comp Plan Re-Ups With Bundled Provider

The plan rehired its bundled provider at a meeting in August.

10.07.21

Administrator - Bundled

Mid-Atlantic Port Authority Seeks Bundled Provider

A Mid-Atlantic port authority is searching for a firm to provide record keeping, plan administration and participant services.

10.05.21

Administrator - Bundled

Southwest 529 Extends Program Manager RFP Deadline

A 529 plan in the Southwest has extended the deadline for proposals in its search for a program manager for its advisor-sold plan to late October.

09.30.21

Searches And Hires

New Mexico Water Plan Seeks Admin, Mgr.

A New Mexico water plan is searching for a firm to help establish and oversee a Section 115 trust.

09.22.21

Multi-Asset/Investment Advisor

Western College System Seeks Investment Advisory, Custodial Services

A community college system in the West has issued an RFP seeking a firm to provide investment advisory and custodial services for its employee benefit trust.

09.09.21

Searches And Hires

Southeast Utility Plan Seeks Administrator

A Southeast utility plan is searching for a single firm to oversee its 457(b) plan and its 401(a) plans.

09.08.21

Administrator - Bundled

Western Deferred Comp Plan Issues Bundled Provider RFP

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

09.07.21

Administrator - Bundled

West Coast County Seeks Bundled Provider

A West Coast county is searching for a single firm to oversee its 457(b) and 401(a) plans.