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 authority needs to solve long-term pension sustainability challenges through short-term and long-term financial planning, including the development of financial and revenue projections. The selected consultant will analyze and evaluate funding strategies, assess financial feasibility, identify alternative financing options, and advise on market conditions, trends, and relevant financial products. The scope of work covers guidance on best practices, the development or revision of investment policies, and assistance with financial structures, legal documentation, and escrow funding. The authority requires regular investment performance reporting using standardized methods, as well as support in evaluating the financial condition and contract matters of the third-party administrator. The consultant must also provide ongoing, as-needed financial advice and related services throughout a five-year contract period. Eligible bidders must be onshore United States organizations, and the selected vendor will perform all work offsite. The authority is looking for proposals to determine the budget and requires all questions to be submitted no later than June 10, 2026. Bidders must submit their final responses digitally via email or through the designated online portal.