Administrator - Bundled

Administrator - Bundled
Texas City Begins OPEB Trust Advisory Admin. Search

Plan is seeking firms to provide trust advisory and administration services for the establishment and potential administration of a trust relating to its OPEB obligations.

03.21.22
Administrator - Bundled
Midwest Transit Plans To Launch TPA Search; Hire Emerging Markets Mgr.

The plans expect to issue a third-party administrator RFP in the second quarter and recently decided to replace emerging markets core equity manager Lazard Asset Management.

02.28.22
Administrator - Bundled
Virginia County Schools Launches DC TPA Search

The selected firm will serve for an initial one-year period.

02.24.22
Administrator - Bundled
Fla. 457 Plan Posts Bundled Provider RFP

County is seeking a firm to maintain plan documents, provide trust and custody of funds as well as record keeping services for its 457 plans.

02.14.22
Administrator - Bundled
Virginia DC Plan Seeking Bundled Provider

T. Rowe Price Associates currently provides bundled services for the plan.

02.10.22
Administrator/Record Keeper
Calif. County To Launch DC TPA Search

The county expects to launch a third-party administrative services search on behalf of its 457(b) deferred compensation and 401(a) defined contribution plans.

12.16.21
Consultant/OCIO/Discretionary
Southern University Swaps Investment Consultants

A university in a Southern state has hired a new investment consultant to oversee its endowment.

12.16.21
Administrator - Bundled
Midwest DC Program Retains TPA

The program will retain its third-party administrator.

12.10.21
Administrator - Bundled
Southern University DC Program Consolidates To Two Vendors

A Southern university consolidated vendors in its non-ERISA 403(b) retirement program in the second quarter.

12.09.21
Administrator - Bundled
Western 457 Plan Taps New Bundled Provider

The plan hired a new bundled provider at a meeting last month.

12.03.21