Deferred Compensation
The plans considered replacing their underperforming balanced fund manager earlier this month.
The deferred compensation plan currently works with general investment consultant Creative Planning Institutional Advisors.
The incumbent firm has provided the services since 2022 and is invited to rebid.
The selected consultant will assist in conducting an RFP to consolidate its plan service providers to one, among other responsibilities.
A Western deferred compensation plan has issued an RFP seeking an investment consultant.
The utilities board has worked with the incumbent provider since 2019.
The plans have worked with incumbent Innovest Portfolio Solutions since 1999.
The county issued an RFP in February as part of a periodic review of its services.
The authority is seeking retirement investment advisor and consulting services on behalf of its $91 million defined contribution and $22.2 million deferred compensation plans.
