Consultant/OCIO/Discretionary
The retirement plan’s current consultant agreement has been in place since 2017.
The retirement board rehired its incumbent in 2019 following a similar search.
City is seeking investment consulting services on behalf of its deferred compensation plans with $231 million in combined assets.
The authority has issued an RFP seeking investment advisory and consulting services.
The university has issued an RFP seeking a retirement plan consultant to assess its retirement programs, modernize offerings and enhance performance to fill an advisory gap left by its record keeper.
The plan is seeking the services for a yet-to-be established post-retirement healthcare trust.
The deferred compensation plan currently works with general investment consultant Creative Planning Institutional Advisors.
The plan issued an RFP for the services at the start of the year.
The commission issued a similar RFP in 2018 as part of a periodic review.
The plan rehired its incumbent in 2020 after conducting a similar search.