New York State Finance Law / Jennison Associates LLC / Stable Income Fund / Blackrock Financial Management Inc. / Karen McKechnie Callan Associates Inc. / Trust Company As of June / LLC Wells Capital Management / GSAM Stable Value LLC / Davis Selected Advisors LP / Babson Capital Management Goldman Sachs Asset Management LP / Morgan Stanley Investment Management Inc. / Callan Associates Inc. / The Bank of New York Mellon / Columbia Management Distributors Inc. / Financial Organization / The Prudential Insurance Company of America State Street Bank / Trust Company / Management Series Trust 1 Principal Funds Distributors Inc. / CliftonLarsonAllen LLP / No-Load Mutual Funds / LLC MFS Institutional Advisors Inc. / Wells Fargo Funds Management LLC / The Vanguard Group Inc. / Wellington Management Company LLP / /
Currency
USD / / /
Facility
Stable Income Fund / Stable Income Assets / /
IndustryTerm
securities processing / insurance company separate accounts / unitization services / foreign tax reclaim services / public pension systems / insurance / custody services / securities lending services / investment management services / lockbox services / trust/custody services / benefit payments processing system / bank / trustee services / on-line reports / /
Organization
LLC Dimensional Fund / office of the State / T. Rowe Price Assoc. / New York State Deferred Compensation Board / Administrative Service Agency / US Federal Reserve / Any / /
Person
David Fischer / / /
Position
Director Additionally / custodian / prospective contractor / Trustee and Custodian / Vice President Callan Associates / Executive Director / Advisors / manager / Trustee for the Plan / Nationwide Retirement Services Custodian/Trustee / independent trustee / investment advisor / Independent Consultant / V. SELECTION PROCESS A. General / Auditor / Consultant / Trustee / Investment Advisors / Stable Value Structure Manager / officer / State Deferred Compensation Plan c/o Bo Abesamis Executive Vice President / Attorney General and Comptroller / Custodian and Trustee Services / combined custodian and trustee / Comptroller / underlying portfolio manager / CUSTODIAN AND TRUSTEE / /
Request for Proposals from Administrative Service Agencies