Consultant/OCIO/Discretionary
The system approved extending its contract with its outsourced cio provider for one year through Dec. 31, 2024 after consolidating to one discretionary provider at the beginning of 2022.
The university selected a firm to serve as retirement consultant for its optional retirement plans and provide fiduciary governance in the fourth quarter following the issuance of an RFP in July.
The search is due to the upcoming June 30 of the incumbent.
The consultant will assist in conducting a record keeper search for the plan this year.
The plan is seeking objective independent investment and administration advice.
The county has issued an RFP seeking an investment consultant for its deferred compensation plan.
The plan’s incumbent consultants had their contracts renewed until early 2024.
The selected firm will also assist the plan with a search for third-party administrators.
The contract of incumbent consultant is expiring.