Administrator - Bundled

Consultant/OCIO/Discretionary
Florida Housing Authority Issues DC Plan Consultant RFP

The authority is seeking retirement plan consulting and pension administration services on behalf of its 457 and 401(a) plans.

05.26.23
Administrator - Bundled
Calif. County Retains DC TPA

The hire concludes a search launched last May.

04.19.23
Administrator - Bundled
Calif. DC Plans Select Bundled Provider

The city launched a search last year seeking retirement plan record keeping and custodial, administrative, trustee, educational support and investment services.

04.14.23
Consultant/OCIO/Discretionary
Illinois 457 Plan Posts Consultant RFP

An Illinois city deferred compensation plan is searching for investment consulting services.

04.11.23
Administrator - Bundled
Texas School District Launches TPA Search

The district is seeking plan and administration services for its 403(b) and 457 deferred compensation plans.

03.30.23
Administrator - Bundled
Western University Issues Retirement Plans Admin. RFP

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.

03.29.23
Multi-Asset/Investment Advisor
Midwest Plan Seeks Investment Funds Service Provider

The plan has issued an RFP for a firm to provide investment and custodial services for one of its portfolios.

03.22.23
Administrator - Bundled
Calif. Authority Retains DC Plan Admin.

The incumbent submitted the sole proposal in response to the authority’s RFQ.  

03.10.23
Administrator - Bundled
Southeast Community Districts Post Bundled Provider RFP

The districts are seeking the services for their 457(b) and 401(a) plans.

03.03.23
Administrator - Bundled
Northeast 457 Plan Seeking Bundled Provider

The plan is seeking a firm to provide bundled provider services.

02.14.23