Administrator - Bundled

Real Estate
Midwest Transit Plans Terminate Core RE Mgr.

The plans terminated their core real estate manager last month.

12.15.23
Administrator - Bundled
Mid-Atlantic DC Plans Seeking Bundled Provider

The city is seeking a bundled provider for two retirement plans totaling more than $1 billion each.

12.15.23
Administrator - Bundled
Mid-Atlantic 457 Plan Seeking Record Keeper

The plan last conducted a search in 2008.

12.01.23
Administrator - Bundled
Western 529 Plan Issues Program Manager RFP

The college savings plan has launched its search for a program manager as it looks for a new agreement that better reflects its current size and growth goals.

11.15.23
Multi-Asset/Investment Advisor
Texas County Seeking Investment Services

The county has issued an RFSQ for broker-dealer investment services.

11.08.23
Administrator - Bundled
Southeast DC Plans Tap New Bundled Provider

The plans launched a search in June to review the services with their incumbent.

10.06.23
Administrator - Bundled
N.Y. Deferred Comp Plan Posts Bundled Provider RFP

The plan is seeking services related to record keeping, administration, marketing and enrollment, among others.

09.29.23
Administrator - Bundled
West Coast 529 Preps Search For Program Manager

The college savings plan approved the search last week and expects to issue an open-invitation RFP next month.

09.20.23
Administrator - Bundled
Southeast Community Districts Tap New Bundled Provider

The districts issued an RFP earlier this year to consolidate to a single provider.

08.25.23
Administrator - Bundled
Northeast 457 Plan Taps New Bundled Providers

The county issued an RFP in February due to the contract expiration of its incumbent.

08.24.23