Deferred Compensation

Administrator/Record Keeper
Calif. 457 Plan Seeking Administrative Services

The plan is working with Benefit Financial Services Group and anticipates a selection in April.

11.02.22
Consultant/OCIO/Discretionary
Southwest Water System Posts Consultant RFP

The system is seeking a retirement plan investment consultant on behalf of its several funds after awarding a maiden contract for the services in 2018.

10.18.22
Administrator/Record Keeper
Midwest City Posts 457 Consultant RFP

City is seeking a consultant to oversee its roughly $21 million deferred compensation plan.

10.11.22
Consultant/OCIO/Discretionary
Northeast 457 Plans Seeking Consultant

A Northeastern state county is seeking consulting services on behalf of its deferred compensation plans.

09.27.22
Consultant/OCIO/Discretionary
Southeast School District Seeking Investment Advisor

The district is seeking the services for its retirement plans.

09.23.22
Administrator - Bundled
Southwest 457 Plan Issues Bundled Provider RFP

Plan is seeking a firm to provide record keeping, plan administration and participant services.

09.09.22
Administrator - Bundled
Mid-Atlantic County Hires Bundled Provider

Firm will provide marketing and enrollment services, administrative services and recordkeeping services.

08.23.22
Deferred Compensation
West Coast City Seeks Deferred Comp Consultant

City is searching for a firm to oversee its 457(b), 401(a) and retiree health savings plans.

07.25.22
Consultant/OCIO/Discretionary
Southwest 457 Plan Hires New Consultant

Plans chose a new consultant over two other finalists that included the incumbent firm.

07.22.22
Consultant/OCIO/Discretionary
Windy City DC Plan Posts Consultant RFP

Plan is seeking an investment consultant to review its investment lineup and help conduct a bundled provider RFP in the next two years.

06.29.22