Administrator - Bundled

Alternatives
Western University Holding Liquidity, Eyeing Investment Opportunities

A Western university is seeking investment opportunities as it sits on a significant pile of cash across its portfolios.

05.21.20
Administrator - Bundled
Midwest University Funds New Endowment With Utility System Transaction Proceeds

A Midwestern university funded a new endowment after successfully transferring management of its utility system in a public-private partnership transaction.

05.14.20
Administrator/Record Keeper
Northeast 457 Plan Seeking Administrative Services

A Northeast deferred compensation plan has issued an RFP seeking administrative service providers.

04.29.20
Administrator/Record Keeper
Rocky Mountain City Seeking Retirement Plan Service Providers

A Rocky Mountain city has posted an RFP for retirement plan services providers.

04.28.20
Administrator - Bundled
Missouri Nonprofit Issues Retirement Plan Administrator RFP

A Missouri nonprofit has issued an RFP seeking retirement plan administrators.

04.02.20
Administrator/Record Keeper
New England University Consolidating Retirement Plan Record Keepers

A New England-based university is consolidating to a pair of record keepers for its retirement plan this summer.

03.26.20
Administrator - Bundled
Northeast Town Issues Deferred Comp RFP

A deferred compensation plan in the Northeast has issued an RFP seeking deferred compensation plan provider services

03.12.20
Administrator - Bundled
Northeast County Seeking 457 Plan Bundled Provider

A Northeastern county is seeking a bundled provider for its 457 deferred compensation plan.

03.10.20
Administrator - Bundled
East Coast County Deferred Comp Rehires TPA

A deferred compensation plan in the East Coast has rehired its third-party administrator

03.02.20
Administrator - Bundled
West Coast City Seeking 457 Plan TPA/Recordkeeper

A West Coast city is seeking a third-party administrator and record keeper for its 457(b) deferred compensation plan.

03.02.20