Administrator - Bundled
The district is seeking plan and administration services for its 403(b) and 457 deferred compensation plans.
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.
The plan has issued an RFP for a firm to provide investment and custodial services for one of its portfolios.
The incumbent submitted the sole proposal in response to the authority’s RFQ.
The districts are seeking the services for their 457(b) and 401(a) plans.
The plan is seeking a firm to provide bundled provider services.
The plan is currently administered by Nationwide Retirement Solutions and MissionSquare Retirement.
Candidates will be evaluated on firm organization, investment policy development and manager research and performance evaluation, among other considerations.
The state investment commission approved issuing the RFP earlier this week.
The plan voted to issue an RFP for the services due to the upcoming contract expiration of one of its providers.
