Searches And Hires

Multi-Asset/Investment Advisor
Virginia State Seeking Search Consultant For Advisor RFP

Mid-Atlantic Plan is in the process of searching for a search consultant to help identify an investment advisor and recently closed the deadline for proposals in the search.

09.09.21
Searches And Hires
Southeast Utility Plan Seeks Administrator

A Southeast utility plan is searching for a single firm to oversee its 457(b) plan and its 401(a) plans.

09.08.21
Searches And Hires
West Coast Plan Posts Investment Consultant RFP

A West Coast plan is searching for an investment consultant for its $966 million portfolio.

09.08.21
Consultant/OCIO/Discretionary
Southern 457 Plan Seeking Investment Consulting Services

State’s retirement system is seeking a firm to perform consulting services related to the design, functionality and operational efficiency of an IRC 457(b) plan.

09.07.21
Consultant/OCIO/Discretionary
Great Lakes Plan Posts Investment Consultant RFP

Plan last conducted a search for the services in 2014.

09.07.21
Bank Loan
West Coast Plan Issues Bank Loan RFP

The plan is searching for a firm to handle up to $220 million.

09.07.21
Consultant/OCIO/Discretionary
West Coast Seeking Consultants For Multiple Asset Classes

The plan is searching for consulting firms to provide general/risk, real estate and private equity/real assets consulting services.

09.07.21
Administrator - Bundled
West Coast County Seeks Bundled Provider

A West Coast county is searching for a single firm to oversee its 457(b) and 401(a) plans.

08.27.21
Multi-Asset/Investment Advisor
HBCU Seeking Search Consultant For Advisor RFP

A historically Black university has issued an RFP seeking a search consultant to help identify an investment advisor.

08.27.21
Bank Loan
Calif. Plan To Issue Bank Loan RFP Early Next Month

Plan will issue an RFP for bank loan managers following approval at this week’s board meeting.

08.26.21