Deferred Compensation

Multi-Asset/Investment Advisor
Mich. Authority Posts Investment Advisor RFP

The mental health authority is seeking investment advisory services on behalf of its 401(a) and 457(b) plans.

08.21.24
Administrator/Record Keeper
Illinois 457 Plan Seeking Bundled Provider Services

The deferred compensation plan is looking to consolidate its record keeping and administrative services with a single provider.

08.08.24
Consultant/OCIO/Discretionary
Michigan Authority Seeking Retirement Plans Consultant

The authority is conducting a search on behalf of its 457(b), 401(a) and retirement health savings plans.

07.25.24
Administrator - Bundled
California County Seeking DC Plan Providers

The county last conducted a search for the services on behalf of its 457(b) and 401(a) plans in 2019.

07.11.24
Administrator - Bundled
Texas School District Posts Retirement Plan Services RFP

The district is seeking a provider for record keeping and administration, investment advisory and trustee services.

05.17.24
Consultant/OCIO/Discretionary
Southern Port Seeking Retirement Plan Investment Consultant

The port authority is seeking retirement investment consulting services on behalf of its OPEB trust and defined benefit, deferred compensation and defined contribution plans.

04.11.24
Administrator - Bundled
Northeast DC Plan Rehires Bundled Provider

The deferred compensation plan rehired its incumbent bundled provider to conclude a search launched last year.

04.10.24
Consultant/OCIO/Discretionary
Texas Deferred Comp Plan Seeking Consultant

The plan has begun a request for services for a consultant.

03.25.24
Administrator/Record Keeper
Midwest Deferred Compensation Plan Posts Record Keeper RFP

The RFP is due to the incumbent firm’s impending contract expiration.

03.07.24
Consultant/OCIO/Discretionary
Northeast 457 Plan Seeking Consultant

The search is due to the impending contract expiration of the incumbent, which is welcome to rebid.

02.29.24