Administrator - Bundled
The county has issued an RFSQ for broker-dealer investment services.
The plans launched a search in June to review the services with their incumbent.
The plan is seeking services related to record keeping, administration, marketing and enrollment, among others.
The college savings plan approved the search last week and expects to issue an open-invitation RFP next month.
The districts issued an RFP earlier this year to consolidate to a single provider.
The county issued an RFP in February due to the contract expiration of its incumbent.
General consultant MBC Investment Consulting is assisting in the search.
The city expects to commence a contract on Nov. 1.
The city is searching for record keeping, administrative, actuarial and compliance services for the plans.
The secure choice savings program was created in 2021.