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The plan will look to hire a new record keeper following a search process that had its incumbent as a finalist.
The plan has a new consultant to assist in conducting a record keeper search and provide regular consulting services.
The plan will revisit a recommendation to terminate its active domestic large-cap growth mandate and move the assets to a passive account.
The plan disclosed 14 recent commitments and an equity manager termination.
The search follows the departure of former CIO Elizabeth Burton in June.
The plan is likely to introduce a 5% allocation to the new strategy.
The RFQ will be reissued “with a revised scope.”
He will co-lead the growth equity team focused on minority investments in software and technology.
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