Consultant/OCIO/Discretionary
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.
A new study finds that the time saved through outsourcing creates capacity for higher-value work.
The nonprofit casino and hotel organization selected a new outsourced cio to oversee and manage its portfolio with the transfer beginning in early March.
The county deferred compensation plan did not previously work with a firm for the services.
The new hire joined the firm this month from CAPTRUST Financial Advisors.
Mike Beczkowski is a senior consultant at investment consulting firm Bolton Investment, where he focuses on fiduciary plan advising, retirement plan consulting and employee benefits design. He took the time to answer five questions with FIN News.
