Administrator - Bundled

Administrator - Bundled
Southeast Town Seeking Deferred Comp Bundled Provider

The town has issued an RFP seeking bundled provider services for its multiple plans.

07.01.22
Consultant/OCIO/Discretionary
N. Dakota System Renews Investment Consultant, Record Keeper Contracts

System initially hired Callan as general investment consultant for its defined contribution plans in December 2020 and last renewed its record keeping contract earlier that year.

06.14.22
Administrator/Record Keeper
Windy City 457 Seeking TPA

Search is for a firm to provide record keeping, plan compliance support and administration, among other responsibilities.

06.09.22
Administrator - Bundled
Fla. 457 Plans Hire New Bundled Provider

Lincoln Financial Group ranked above incumbent Nationwide Retirement Solutions following finalist interviews.

06.08.22
Administrator - Bundled
Southeast DC Plans Tap New TPA

The plans have hired Empower Retirement as their new third-party administrator.

05.10.22
Administrator - Bundled
Va. City 457 Posts Administrator RFP

City prefers to remain with a single provider for its defined contribution plans.

05.10.22
Administrator - Bundled
Rocky Mountain Program Hires Administrator

Vestwell will help finalize the program’s design.

05.02.22
Administrator - Bundled
Southeast School Board Seeks Bundled Provider

Board is searching for a firm to provide investments, education and administrative services for its retirement savings programs.

04.20.22
Administrator - Bundled
Northwest Health Organization Issues Investment Custodian RFP

Custodian will hold assets, verify data and provide ongoing trainings as the organization looks to transition three separately held investment accounts into the custody of a selected firm.

04.20.22
Administrator - Bundled
Texas School District Posts 457 Plan Services RFP

Search is for services for up to three 457 plans.

04.07.22