Retirement Investment Advisor and Consulting Services

The Arlington, Texas government authority is seeking a retirement investment advisor and consultant to provide comprehensive financial and strategic support for its pension and related funding programs. The agency needs to solve long-term pension sustainability challenges through short-term and long-term financial planning, including the development of financial and revenue projections. To achieve this, the agency requires analysis of funding strategies, evaluation of financing options, and advice on market conditions, trends, and financial products. The scope of work covers guidance on investment policies, assistance with financial structures, legal documentation, and escrow funding. The selected partner will also provide standardized investment performance reporting, evaluate the financial condition and contract matters of the third-party administrator, and deliver ongoing, as-needed financial advice. The agency is establishing a five-year contract period for these services. Eligible bidders must be onshore organizations located in the United States. The agency requires the performance of all work to be conducted offsite. Bidders must submit any questions regarding this opportunity no later than June 10, 2026. The agency is looking for proposals to determine the budget and allows digital submission via email or an online portal.