Other Post-Employment Benefit (OPEB) Plan Trust Advisory Services

The government authority located in New York requires a USA-based organization to provide comprehensive advisory, administrative, and investment management services for establishing and managing an OPEB Section 115 Trust. The buyer needs the selected vendor to secure funding for future retiree healthcare liabilities and maximize risk-adjusted returns while adhering to asset security and liquidity constraints. The winning vendor will perform all work offsite under a three-year contract. Bidders must submit all questions by August 20, 2026. The buyer accepts digital proposal submissions through email or online. The buyer is seeking proposals to determine the budget for these services.