Deferred Compensation

Consultant/OCIO/Discretionary
Illinois County Seeking 457 Plan Services

The search is for best practices purposes.

05.17.23
Consultant/OCIO/Discretionary
Florida County Issues Consultant RFP

The investment consultant will advise on the county’s deferred compensation plan and OPEB plan.

05.10.23
Administrator/Record Keeper
Texas Authority Posts 457 Bundled Services RFP

The authority is seeking plan bundled services on behalf of its 457(b) deferred compensation plan.

05.08.23
Consultant/OCIO/Discretionary
Illinois 457 Plan Posts Consultant RFP

An Illinois city deferred compensation plan is searching for investment consulting services.

04.11.23
Administrator - Bundled
Texas School District Launches TPA Search

The district is seeking plan and administration services for its 403(b) and 457 deferred compensation plans.

03.30.23
Consultant/OCIO/Discretionary
West Coast 457 Plan Posts Consultant RFP

The plan is seeking a firm to provide consulting services related to investments, record keeping and plan design and technical guidance.

03.28.23
Consultant/OCIO/Discretionary
Florida 457 Plan Posts Investment Advisor RFP

The search follows the plan rehiring its incumbent for the position in 2017.

03.13.23
Consultant/OCIO/Discretionary
Great Lakes County 457 Plan Seeking Consultant

The selected consultant will run a review of and RFP for plan provider services.

03.08.23
Consultant/OCIO/Discretionary
Windy City Deferred Comp Plan Taps New Consultant

The plan selected a new general investment consultant in the fourth quarter following a search initiated earlier in the year.

03.07.23
Alternatives
Illinois Plan Makes RE, PE Commitments; Hires DC Consultant

The plan made commitments totaling $500 million to three funds and retained its incumbent to advise on its defined contribution plans last week.

02.07.23