Administrator - Bundled

Administrator - Bundled
Great Lakes DC Plan Seeking Plan Provider

General consultant MBC Investment Consulting is assisting in the search.

07.24.23
Administrator - Bundled
Pacific Northwest City DC Plans Issue Bundled Provider RFP

The city expects to commence a contract on Nov. 1.

06.30.23
Administrator - Bundled
Southeast City DC Plans Seeking Bundled Provider

The city is searching for record keeping, administrative, actuarial and compliance services for the plans.

06.29.23
Multi-Asset/Investment Advisor
Northeast Secure Choice Issues Investment, Program Admin RFP

The secure choice savings program was created in 2021.

06.01.23
Consultant/OCIO/Discretionary
Florida Housing Authority Issues DC Plan Consultant RFP

The authority is seeking retirement plan consulting and pension administration services on behalf of its 457 and 401(a) plans.

05.26.23
Administrator - Bundled
Calif. County Retains DC TPA

The hire concludes a search launched last May.

04.19.23
Administrator - Bundled
Calif. DC Plans Select Bundled Provider

The city launched a search last year seeking retirement plan record keeping and custodial, administrative, trustee, educational support and investment services.

04.14.23
Consultant/OCIO/Discretionary
Illinois 457 Plan Posts Consultant RFP

An Illinois city deferred compensation plan is searching for investment consulting services.

04.11.23
Administrator - Bundled
Texas School District Launches TPA Search

The district is seeking plan and administration services for its 403(b) and 457 deferred compensation plans.

03.30.23
Administrator - Bundled
Western University Issues Retirement Plans Admin. RFP

The university has issued an RFP seeking a bundled service provider for its 401(a) and 403(b) plans to review the market’s best practices regarding record keeping, plan sponsor and participant services, employee education and plan expenses.

03.29.23