Administrator - Bundled

Multi-Asset/Investment Advisor
Western 529 Selects Program Mgr.; Removes Firms From Watch

A 529 plan based in the West selected a program manager in the third quarter to conclude a search launched earlier in the year.

12.02.21
Administrator/Record Keeper
California DC Plan Rehires Bundled Provider

The plan rehired Empower Retirement as its bundled provider last month.

11.29.21
Administrator/Record Keeper
Virginia County Schools Retain DC Bundled Provider

The plan has retained Lincoln Financial Group following the issuance of an RFP in the second quarter.

11.29.21
Searches And Hires
Mid-Atlantic School District Seeks Bundled Provider

A Mid-Atlantic school district is searching for a bundled provider for its 403(b) and 457(b) plans.

10.19.21
Searches And Hires
Southeast Utility To Reissue Administrator RFP Following Cancellation

A Southeastern utility has cancelled its search for an administrator for its deferred compensation plans and intends to reissue the RFP at a later date.

10.15.21
Administrator - Bundled
Southeast Deferred Comp Plan Re-Ups With Bundled Provider

The plan rehired its bundled provider at a meeting in August.

10.07.21
Administrator - Bundled
Mid-Atlantic Port Authority Seeks Bundled Provider

A Mid-Atlantic port authority is searching for a firm to provide record keeping, plan administration and participant services.

10.05.21
Administrator - Bundled
Southwest 529 Extends Program Manager RFP Deadline

A 529 plan in the Southwest has extended the deadline for proposals in its search for a program manager for its advisor-sold plan to late October.

09.30.21
Searches And Hires
New Mexico Water Plan Seeks Admin, Mgr.

A New Mexico water plan is searching for a firm to help establish and oversee a Section 115 trust.

09.22.21
Multi-Asset/Investment Advisor
Western College System Seeks Investment Advisory, Custodial Services

A community college system in the West has issued an RFP seeking a firm to provide investment advisory and custodial services for its employee benefit trust.

09.09.21