Arizona Board of Regents, Phoenix, is searching for a firm or firms to provide bundled services for the Arizona University System 403(b) plan. Included services are investment management, record keeping/administration, compliance, contribution remittance services, communication/education and investment advisory services. The move is being made to comply with new federal regulations. The plan, whose size could not be learned, now has about 40 providers and about 4,600 participants. A selection is expected in July. Segal Advisors is assisting.
Arizona University 403(b) seeks provider
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