Key Takeaways
- • Lane County, Eugene, Ore., issued an RFP on Oct. 22 seeking a record keeper and administrator for its three defined contribution plans, with proposals due by 4 p.m. PST on Nov. 19.
- • The county's three plans held $237 million in combined assets as of June 30, including a $207 million 457(b) deferred compensation plan for all employees, a $21 million 401(a) plan, and a $9 million 457(b) plan for administrative and professional employees.
- • The incumbent record keeper, MissionSquare Retirement, is eligible to rebid, according to Fiduciary Consulting Group, which is assisting the county with the search.
- • A selection is expected in early 2027, according to Audrey White of Fiduciary Consulting Group.
Summary
Lane County, Eugene, Ore., is searching for a record keeper and administrator for its three defined contribution plans, according to a request for proposals (RFP) issued Oct. 22, as reported by Pensions & Investments. The RFP was required by the county's procurement department, according to Audrey White, executive director and institutional consultant at Fiduciary Consulting Group, which is assisting with the search.
As of June 30, the county's plans had $237 million in combined assets, according to investment information provided with the RFP. The assets are divided among a $207 million 457(b) deferred compensation plan covering all employees, a $21 million 401(a) defined contribution plan, and a $9 million 457(b) plan for administrative and professional employees.
The incumbent record keeper, MissionSquare Retirement, is eligible to rebid, according to White. Interested parties can obtain the RFP by emailing White or Matt Morganroth, vice president and analyst at Fiduciary Consulting Group. Proposals are due by 4 p.m. PST on Nov. 19, and a selection is expected in early 2027.
As of June 30, the county's plans had $237 million in combined assets, according to investment information provided with the RFP. The assets are divided among a $207 million 457(b) deferred compensation plan covering all employees, a $21 million 401(a) defined contribution plan, and a $9 million 457(b) plan for administrative and professional employees.
The incumbent record keeper, MissionSquare Retirement, is eligible to rebid, according to White. Interested parties can obtain the RFP by emailing White or Matt Morganroth, vice president and analyst at Fiduciary Consulting Group. Proposals are due by 4 p.m. PST on Nov. 19, and a selection is expected in early 2027.
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