Retirement Plan Consultant Services

The government authority in VI seeks comprehensive retirement plan consulting services. The scope includes a full assessment of university-sponsored retirement plans, evaluating design, participation, contributions, and administrative processes. The authority also requires investment advisory and oversight, vendor evaluation and procurement support, fiduciary governance and compliance support, and participant education and retirement readiness services. Optional ongoing advisory services are also requested. Eligibility is restricted to onshore US organizations. Proposals are being sought, and the budget is not specified. The performance of the work will be offsite.