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07:05 PM, Sep. 03, 2010
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Search Advisory

  • New York State Readies Three RFPs
    09/03/2010

    The New York State Deferred Compensation Board is preparing three requests for proposals for its $11 billion deferred compensation plan.

  • CalSTRS Seeks Consultant For Recordkeeper Search
    09/03/2010

    The California State Teachers Retirement System has issued a request for proposals for a consultant that will assist in an upcoming recordkeeping search for its $235.7 million Pension2 program. The program does not have a consultant. Bids are due Sept. 27.

  • Texas Hospice Searches For Plan Administrator
    09/03/2010

    The Hospice Brazos Valley has issued a request for proposals for a retirement plan administrator to convert its existing retirement plan into a 403(b) plan.

  • Education Corporation Swaps Providers
    08/31/2010

    Career Education Corporation has selected Great-West Retirement Services as the provider for its $200 million 401(k) plan, dropping Prudential Retirement.

  • Florida College Seeks Consultant
    08/31/2010

    Fort Lauderdale-based Broward College is seeking price quotes for a consultant for its $28 million Voluntary Retirement Program.

  • Seattle Readies Recordkeeper Search
    08/20/2010

    The City of Seattle plans to issue a request for proposals for recordkeeping services for its 8,000-life, $550 million deferred compensation plan in early fall, according to Rod Rich, the plan's director of investments and board chairman.

  • West Virginia Seeks Administrator
    08/20/2010

    The State of West Virginia Consolidated Public Retirement Board has issued a request for proposals to provide third-party administration for its $227 million West Virginia Teachers' Defined Contribution Plan. Bids are due Sept. 15.

  • Donohue's Departure Stirs Hope On 12b-1
    08/20/2010

    Andrew "Buddy" Donohue's November departure from his post as the nation's top mutual fund regulator has spurred industry speculation that his departure might lessen chances of major change in Rule 12b-1, which allows the use of fund assets to pay fund distribution costs.

  • New York County Seeks Plan Administrator
    08/18/2010

    The County of Broome has issued a request for proposals for a plan administrator for its $27 million 457 retirement plan.

  • Conn. Seeks Consultant For $2.5 Bln Plans (Update)
    08/16/2010

    The State of Connecticut is wrapping up its bidding process for a consultant who will provide investment selection and monitoring services for the state’s three defined contribution plans.

  • Louisiana Searches For Consultant
    08/16/2010

    The Teachers’ Retirement System of Louisiana is searching for an investment consultant for its $1 billion defined contribution plan.

  • Conn. Seeks Consultant For $2.5 Bln Plans
    08/16/2010

    The State of Connecticut is wrapping up its bidding process for a consultant who will provide investment selection and monitoring services for the state’s three defined contribution plans.

  • Missouri Preps $1.5 Bln Manager Search
    08/13/2010

    The Missouri Higher Education Savings Program Board plans to release a request for proposals for a program manager for Missouri's $1.5 billion direct- and advisor-sold 529 College Savings Plan by the beginning of the fourth quarter.

  • Texas River Authority Seeks Consultant
    08/09/2010

    Brazos River Authority has issued a request for proposals for retirement plan advisory services for its $21 million 401(a) and defined benefit plans.

  • Florida County Searches For Administrator
    08/09/2010

    Clay County (Fla.) Board of County Commissioners has issued a request for proposals for an administrator for its $2.5 million deferred compensation plan.

  • Oregon Co. Readies Provider Search
    08/06/2010

    Multnomah County (Ore.) is preparing a provider search for its $170 million deferred compensation plan and is encouraging new providers to make their best pitch for the business when the request for proposals is issued Oct. 7.

  • Pennsylvania Transit System Taps Consultant
    08/03/2010

    The Southeastern Pennsylvania Transportation Authority has selected PFM Advisors as the investment consultant for its $120 million deferred compensation plan, replacing Gray & Company.

  • Soon-To-Be-Defunct Regulator Seeks Out 401(k) Consultant
    07/23/2010

    The Office of Thrift Supervision is seeking an investment consultant for its $200 million, 1,000-life 401(k) plan even though it has been legislated out of existence by the financial reform bill.

  • Georgia School System Seeks Administrator
    07/19/2010

    Dougherty County (Ga.) School System has issued a request for proposals for its $18 million supplemental retirement plans.

  • Technology Company Hires ING
    07/15/2010

    QinetiQ North America hired ING U.S. Retirement Services for its $200 million 401(k) plan, dropping Principal Financial Group.

  • Providers Face Off In Orange Co. Search
    07/09/2010

    Orange County (Calif.) has issued a request for proposals for one provider for its five defined contribution plans with $764 million in combined plan assets.

  • California Water District Searches For Provider
    07/06/2010

    Orange County (Calif.) Water District has issued a request for proposals for administration, recordkeeping and investment management services for it $60 million 401(a) and 457(b) plans.

  • NYC Seeks Provider For $1.3B Plan
    07/02/2010

    The New York City Health and Hospitals Corporation has issued a request for proposals for investment and administration services for its 43,000-life 403(b) Tax Deferred Annuity retirement plan.

  • Los Angeles Readies $2.9 Bln Administrator Search
    06/25/2010

    The City of Los Angeles Deferred Compensation Plan plans to issue a request for proposals Dec. 17 for a third-party administrator (TPA) for its $2.9 billion 457(b) plan and also intends to issue RFPs for a new investment lineup over the next 12-18 months.

  • City of Austin Swaps Providers
    06/25/2010

    The City of Austin (Texas) Deferred Compensation Plan has hired ING U.S. Retirement Service as it provider, dropping Great-West Retirement Services from its $235 million, 10,500-life 457 plan.

  • City of Austin Swaps Providers
    06/24/2010

    The City of Austin (Texas) Deferred Compensation Plan has hired ING U.S. Retirement Service as it provider, dropping Great-West Retirement Services from its $235 million, 10,500-life 457 plan.

  • N.J. Township Seeks Consultant
    06/24/2010

    The Township of Woodbridge (N.J.) is looking for a consultant for its $25 million deferred compensation plan. Bids are due July 27.

  • Texas School District Searches For Provider
    06/22/2010

    The Grand Prairie (Texas) Independent School District has issued a request for proposals for a provider to oversee a new deferred compensation plan.

  • Alabama Fund Hunts For Managers, Custodian
    06/18/2010

    The Alabama Prepaid Affordable College Tuition Trust Fund board of directors has issued four requests for proposals seeking investment managers and custodial services for its $482 million PACT Trust Fund.

  • Maryland Searches For Recordkeeper
    06/18/2010

    The Maryland State Retirement Agency has issued a request for proposals for recordkeeping services for its $1.9 billion Optional Retirement Program. Bids are due July 16.

  • NYC Seeks International Growth Manager
    06/16/2010

    The NYC Deferred Compensation Plan is searching for an investment manager to provide the growth allocation option for the $789 million International Equity Fund in its 457, 401(k) and 401(a) retirement plans.

  • Indiana Searches For Real Return
    06/08/2010

    The State of Indiana Public Employees Deferred Compensation Plan has issued a request for proposals for a real return investment for its $800 million 457(b) and 401(a) plans.

  • Food Manufacturer Searches For Provider
    06/08/2010

    Leprino Foods Company has issued a request for proposals for its $200 million 401(k) plan.

  • Connecticut Authority Seeks Consultant
    06/08/2010

    The Connecticut Resources Recovery Authority has issued a request for proposals for its $9 million 401(k) plan.

  • Nevada Searches For 529 Consultant
    06/04/2010

    The Board of Trustees of the College Savings Plans of Nevada is conducting a maiden search for an investment consultant for its 529 college savings plans--four 529 plans and a prepaid plan--with a total of $4.6 billion in assets.

  • Financial Publisher Eyeing 401(k) Consultants
    06/04/2010

    Institutional Investor is considering hiring an investment consultant for its 550-life, $37 million 401(k) plan.

  • Wyoming Studies Consultant Bids
    06/03/2010

    The Wyoming Retirement System Board is combing through bids it has received from investment consultants for its $313 million 457 retirement plan.

  • Financial Publisher Eyeing 401(k) Consultants
    06/03/2010

    Institutional Investor is considering hiring an investment consultant for its 550-life, $37 million 401(k) plan.

  • Florida Utility Authority Consolidates Providers
    06/02/2010

    The Clay County (Fla.) Utility Authority has selected BB&T as the administrator for its $6.9 million deferred compensation and money-purchase plans, dropping both Nationwide Retirement Solutions and The Hartford.

  • California City Consolidates Providers
    06/02/2010

    The City Of Burbank (Calif.) has selected ICMA-RC as the provider for its $100 million deferred compensation plan, dropping Great-West Retirement Services and CalPERS.

  • Kansas Searches For 403(b) Consultant
    05/28/2010

    The Kansas Board of Regents has issued a request for proposals for investment consultants for its $2.26 billion 403(b) retirement plan.

  • NJ City Changes Advisors
    05/27/2010

    The City Of Linden (N.J.) has added Charter Oak Insurance and Financial Services as the advisor for its ING advisor-sold plan, dropping ING Financial Advisors.

  • Indianapolis Hospital Group Changes Providers
    05/24/2010

    The Health and Hospital Corp. of Marion County (Ind.) has selected American United Life Insurance Company as the provider for its $46 million 457(b) and 403(b) plans, dropping Nationwide Retirement Solutions.

  • Philly Schools Looks For Consultant
    05/21/2010

    The School District of Philadelphia is searching for a consultant for its $785 million 403(b) and 457(b) plans to assist in an upcoming provider search. Bids are due June 1.

  • Texas Colleges Seeks Providers
    05/21/2010

    Houston Community College, on behalf of the Texas Investment Provider Selection Committee, has issued a request for proposals for providers for the 403(b) retirement plans of the committee's members.

  • Mass. Looks For Transitional Manager
    05/20/2010

    The Massachusetts Deferred Compensation Plan issued a request for response for transitional manager services to transfer high-yield portfolio assets within the 268,000-life, $4.4 billion plan.

  • Denver Area Police Department Seeks Consultant
    05/19/2010

    The City of Aurora-Police Department received 24 proposals from consultants for its $150 million 401(a) defined contribution retirement plan.

  • Airport Authority Seeks Recordkeeper
    05/18/2010

    The Greater Orlando Aviation Authority has issued a request for proposals for a recordkeeper for its $13.4 million defined contribution plan.

  • Ohio 529 Plan To Drop Putnam
    05/17/2010

    The Board of Trustees of the Ohio Tuition Trust Authority decided at its May 13 meeting it will not renew its contract with decade-long provider Putnam Investments.

  • Texas Non-Profit Searches For Admin
    05/17/2010

    Texas Guaranteed Student Loan Corporation has issued a request for information to plan administrators for its $36 million defined contribution Money Purchase Pension Plan.

  • Denver Seeks Admin For 457 Plan
    05/14/2010

    The City and County of Denver is searching for two plan administrators for its $446 million 457 deferred compensation plan.

  • Maryland School System Searches for Providers
    05/14/2010

    Frederick County Public Schools has issued a request for providers for its 2,000-life $82 million 403(b) plan. Bids are due June 1.

  • Spokane Moves To Single Provider
    05/14/2010

    The City Of Spokane, Wash., plans to consolidate its vendors and has selected ICMA-RC pending final contract for its $119 million deferred compensation plan. The action will remove ING U.S. Retirement Services as a long-time provider.

  • NJ Transit Searches For Advisor
    05/07/2010

    The New Jersey Transit Corporation has issued an expression of interest for an investment advisor for its $556 million 401(k), 401(a) and 457 plans. Letters of interest are due May 17.

  • Trade Association Switches Providers For $1.2 Bln Plan
    05/06/2010

    The National Automatic Sprinkler Industry has hired New York Life Retirement Plan Services as the recordkeeper for its $1.2 billion defined contribution plan, replacing Wells Fargo Retirement.

  • Electrical Union Swaps Putnam For Vanguard
    05/05/2010

    The International Brotherhood of Electrical Workers Local Union No. 3 replaced Putnam Investments with The Vanguard Group as the investment manager for its $15 million 401(k) plan.

  • Baltimore Schools Shop For Fund Providers
    05/03/2010

    Baltimore City Public Schools issued a request for information to providers for mutual fund investment options for its $200 million 403(b) plan.

  • NYC Seeks Stable Value Manager
    04/30/2010

    The New York City Deferred Compensation Plan is searching for an investment advisor to provide synthetic Guaranteed Investment Contracts for its $3.4 billion Stable Income Fund.

  • Oakland Replaces Deferred Comp Consultant
    04/28/2010

    The City of Oakland, Calif., has selected the Hyas Group as the consultant for its $270 million deferred compensation plan, dropping Arnerich Massena & Associates.

  • Buying Consortium Seeks Providers For Texas Schools
    04/27/2010

    The Interlocal Purchasing System and the Texas Arkansas Purchasing System issued a request for proposals for 400-life 401(a), 403(b) and 457(b) plans.

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