Consultant/OCIO/Discretionary
The plan is negotiating with Milliman to assist in the development of a plan to close its state defined benefit plan to new hires.
She actively supports consultants in all aspects of client service on a variety of client relationships.
The plan hired a new consultant following an RFP process.
A Midwestern state plan is seeking consultants to conduct an asset/liability study and develop an in-state equity program.
A New England convention center authority has issued an RFP for a consultant for its retirement trusts after hiring its first consultant at the onset of the establishment of the funds in 2017.
A savings program based on the West Coast is searching for an investment consultant due to the upcoming contract expiration of its incumbent provider.
The plan concluded its search for a general investment consultant by retaining the incumbent, which was also rehired in 2014 and 2009.
The plan will interview two finalists in its real estate consultant search and renewed its general investment consultant’s contract.
The plans’ joint committee agreed to stay with Callan as general investment consultant after interviewing two other finalists in November.
Plan rehired its investment consultant as the result of an RFP issued last year.