Extensive and timely coverage of the institutional industry.
The previous winner’s hire was negated by the state agency.
The plan added a commitment with a new global infrastructure manager.
The recommendations will now be brought to the Securities and Exchange Commission for further discussion.
The plan’s consultant conducted a search last quarter due to organizational changes.
The search is due to the upcoming contract expiration of the plan’s current provider.
PFM Asset Management will continue to operate as a separate entity and PFM’s financial advisory business is not included in this acquisition and will continue to operate independently.
The transaction is expected to close by the end of the year.
The transaction is expected to close early next year.
He will develop new relationships and raise capital from institutional investors.
A New England city is searching for a record keeper for its 401(a) plan and its 457 plan.