Fiduciary Consultant Services

The Cherokee Nation government authority located in Tahlequah, Oklahoma, is seeking a fiduciary consultant to serve as an advisor and fiduciary for its retirement plans. The agency needs to solve the challenge of managing, reviewing, and optimizing its retirement plan investments and administrative expenses. The selected consultant will review and recommend investments, monitor investment performance, evaluate retirement plans, and negotiate plan expenses, fees, and proposals with vendors. The agency will support the consultant by providing necessary data for review, responding to inquiries, and scheduling the consultant for required meetings. Eligible bidders must be onshore organizations based in the United States. The agency expects the consultant to perform all work offsite over a contract period of one year. The agency is looking for proposals to determine the budget for these services. Bidders must submit any questions regarding this opportunity no later than June 23, 2026. The agency allows digital submission of proposals via email or through an online portal.