Administrator - Bundled

Consultant/OCIO/Discretionary
Great Lakes County Posts DC Plan Consultant RFP

County is seeking an investment consultant on behalf of its 457(b) and 401(a) plans.

12.20.23
Administrator/Record Keeper
Illinois 457 Plan Posts Record Keeper RFP

The city is seeking record keeping services on behalf of its deferred compensation plan.

12.18.23
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