Consultant/OCIO/Discretionary

Consultant/OCIO/Discretionary
Calif. 457 Plan Seeking Consultant

A California county is seeking investment consulting services on behalf of its defined contribution plans.

12.05.22
Consultant/OCIO/Discretionary
Mid-Atlantic Program Issues Consulting Services RFP

The program is seeking consulting services related to design, implementation, administration, procurement, best practices and more.

12.05.22
Consultant/OCIO/Discretionary
Great Lakes OPEB Trust Hires New Consultant

The plan selected a new investment consultant following a search initiated in October.

12.02.22
Consultant/OCIO/Discretionary
Southern Plan Launches Consultant RFP

Incumbent consultant has been handling the plan’s services on a month-to-month basis since its three-year contract expired during the COVID-19 pandemic.

11.28.22
Consultant/OCIO/Discretionary
Mid-Atlantic Trust Seeking Investment Advisor

The trust’s incumbent consultant is on a six-month contract.

11.23.22
Consultant/OCIO/Discretionary
Rocky Mountain DC Plans Seeking Consultant

The search is due to the contract expiration of incumbent Innovest Portfolio Solutions.

11.22.22
Consultant/OCIO/Discretionary
Calif. Plan Targets General Consultant Search Launch

The plan will issue its general investment consultant RFP on Dec. 5 after previously expecting to start the search this month.

11.22.22
Consultant/OCIO/Discretionary
New England Plan Posts Consultant RFP

The plan has begun a search for an investment consultant.

11.18.22
Consultant/OCIO/Discretionary
Texas Hoses Plan Names Investment Consultant

The plan named a new investment consultant after reviewing its options in the space in recent months.

11.17.22
Consultant/OCIO/Discretionary
Northeast Plan Approves Emergency General Consultant Search

The search relates to a reporting error in 2020.

11.17.22