The city launched a search last year seeking retirement plan record keeping and custodial, administrative, trustee, educational support and investment services.
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.
Candidates will be evaluated on firm organization, investment policy development and manager research and performance evaluation, among other considerations.