403(b)

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  1. University of Oklahoma switches target-date fund providers

    trueUniversity of Oklahoma, Norman, is adding the American Funds series of target-date funds to the investment lineup of its 401(a), 403(b) and 457(b) plans, effective Aug. 6.

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  1. Killeen school district keeps Kazdon as 403(b) administrator

    trueKilleen (Texas) Independent School District rehired Kazdon as third-party administrator for its 403(b) plan.

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  2. Chesapeake Public Schools picks new administrator for 403(b) plan

    trueChesapeake (Va.) Public Schools hired TSA Consulting Group as third-party administrator for its 403(b) plan.

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  3. Deseret Mutual Benefit Administrators switches record keepers

    trueDeseret Mutual Benefit Administrators hired Great-West Retirement Services as record keeper of its thrift plan.

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  4. Rocaton hires DC exec from Hewitt EnnisKnupp

    trueDiane Improta joined Rocaton Investment Advisors as managing director for defined contribution consulting.

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  5. Montana University System seeks record keeper for DC plans

    trueMontana University System is seeking a record keeper for its $482 million 401(a) and $164 million 403(b) defined contribution plans.

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  6. Notre Dame taps Fidelity as sole record keeper for 403(b) plan

    trueUniversity of Notre Dame 403(b) Retirement Plan hired Fidelity Investments as sole record keeper for the $1.06 billion plan, effective Jan. 1, 2015.

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  7. Arizona University System revamps 403(b) lineup

    trueArizona University System is overhauling the investment option lineup of its $617 million 403(b) plan.

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  8. PSCA: 403(b) plans reducing number of investment options

    trueEducational institutions and other sponsors of 403(b) plans reduced investment options by an average of 16% last year, reflecting a desire for greater simplicity for participants, according to an annual survey by the Plan Sponsor Council of America issued Tuesday.

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  9. CalSTRS seeks consultant for 2 DC plans

    trueCalSTRS is searching for a consultant for its 403(b) and 457 voluntary savings plans with a combined $559 million in assets.

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  10. Washington County Public Schools hunting for DC plan providers

    trueWashington County Public Schools, Hagerstown, Md., is searching for bundled providers for its $20 million 403(b) plan and $4 million 457 plan.

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  11. Arkansas State University System looking for DC investment consultant

    trueArkansas State University System, Little Rock, is searching for an investment consultant for its $400 million 403(b) plan, said Carol Barnhill, director of procurement services.

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  12. Arizona University System rehires Fidelity, TIAA-CREF as 403(b) record keepers

    trueArizona University System rehired Fidelity Investments and TIAA-CREF as record keepers of its $617 million 403(b) plan.

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  13. Wayne State University seeks investment consultant for 3 DC plans

    trueWayne State University is searching for an investment consultant for its 401(a), 403(b) and 457 defined contribution plans that had aggregate assets of $1.5 billion as of Dec. 31.

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