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Investment and Fiduciary Services

Lafayette, LA.&nbspLouisiana, USADue Wednesday, August 5, 2026
Client
Lafayette, LA.&nbsp
RFP Number
BANKING-9009
Posted
6/18/2026
Category
Banking Services
Budget
Looking for proposal
NAICS
Set-aside
Contact

Description

AI Generated

The Lafayette Parish School System in Lafayette, Louisiana is seeking a discretionary outsourced investment advisor for its 403(b) defined contribution plan. The agency requires comprehensive investment consulting, advisory, and designated management services to support this plan. Additionally, the selected vendor must provide voluntary benefits and administrative services to the government authority. The project covers offsite performance of all requested investment and fiduciary services. Only onshore organizations based in the United States are eligible to submit proposals for this opportunity. The agency has not disclosed a specific budget and is seeking pricing proposals from interested bidders. Interested parties must submit all questions regarding this procurement no later than July 3, 2026. The agency will evaluate proposals based on the vendor's ability to deliver the required fiduciary, administrative, and voluntary benefit services.

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