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.
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.
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.