Searches And Hires

Multi-Asset/Investment Advisor
Southern Health System Eyes Retirement Plans Advisor

The health system has issued an RFP seeking an investment advisor for its 401(a), 403(b) and 457(b) plans likely due to the impending contract expiration of its incumbent provider.

10.22.25
Consultant/OCIO/Discretionary
Southern Foundation Issues Impact Investing Consultant RFP

The foundation is searching for a firm to design and implement a comprehensive impact-investing strategy for its investment portfolio, including designing allocation models, targets or benchmarks across asset classes around the themes of health, education and the environment.

10.22.25
Consultant/OCIO/Discretionary
Midwest Plan Names Consultant Finalists

The plan is currently conducting due diligence on two firms.

10.22.25
Administrator - Bundled
Midwest College Seeks Record Keeping Services For Retirement Plans

The college has issued an RFP seeking firms to provide plan administration, investment and trust services for its retirement plans totaling roughly $183 million in assets.

10.22.25
Consultant/OCIO/Discretionary
Pacific Northwest Pension Rehires Real Assets Consultant

The plan also renewed several of its investment consulting contracts at today’s board meeting.

10.22.25
Infrastructure
Midwest Pension Adds Real Assets Commitment

The retirement system made an up to $100 million real assets commitment last week.

10.22.25
Non-U.S. & Global Equity
Great Lakes Pension Concludes Global Low Vol Search

The new manager was selected for the $60 million mandate following finalist interviews with four total firms this summer.

10.22.25
Asset Study/Review
Midwest State Pension Adopts New Asset Allocation

The plan also delegated investment authority to its executive director.

10.21.25
Consultant/OCIO/Discretionary
Southwest City Pension Rehires Investment Consultant

The retirement plan received three submissions to its RFP issued earlier this year.

10.21.25
Consultant/OCIO/Discretionary
Southern Pension Plans Post Consultant RFQ

The plans currently work with general investment consultant Callan.

10.21.25