Administrator - Bundled

Consultant/OCIO/Discretionary
Southern University Swaps Investment Consultants

A university in a Southern state has hired a new investment consultant to oversee its endowment.

12.16.21
Administrator - Bundled
Midwest DC Program Retains TPA

The program will retain its third-party administrator.

12.10.21
Administrator - Bundled
Southern University DC Program Consolidates To Two Vendors

A Southern university consolidated vendors in its non-ERISA 403(b) retirement program in the second quarter.

12.09.21
Administrator - Bundled
Western 457 Plan Taps New Bundled Provider

The plan hired a new bundled provider at a meeting last month.

12.03.21
Administrator - Bundled
Northeast 457 Plan Hires New Bundled Provider

The plan made a hire in its search for bundled provider services in October.

12.02.21
Multi-Asset/Investment Advisor
Western 529 Selects Program Mgr.; Removes Firms From Watch

A 529 plan based in the West selected a program manager in the third quarter to conclude a search launched earlier in the year.

12.02.21
Administrator/Record Keeper
California DC Plan Rehires Bundled Provider

The plan rehired Empower Retirement as its bundled provider last month.

11.29.21
Administrator/Record Keeper
Virginia County Schools Retain DC Bundled Provider

The plan has retained Lincoln Financial Group following the issuance of an RFP in the second quarter.

11.29.21
Searches And Hires
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
Searches And Hires
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