Retirement Fund Investment Advisory Services

The government authority located in California requires a vendor to provide retirement fund investment advisory services for its Deferred Compensation and Defined Contribution Plans under a three-year contract. The scope of work includes evaluating investment policies and philosophies, auditing plan performance, and reviewing administrative practices. Additionally, the selected vendor must deliver dedicated fiduciary education, governance support, quarterly committee and employee education sessions, educational materials, and annual benefits fair participation. The buyer also expects the vendor to attend committee meetings, prepare agendas and meeting minutes, and supply meeting materials at least five business days in advance. Only onshore USA organizations may apply, and all work performance must occur onsite. Interested bidders must submit all questions by September 1, 2026. The buyer accepts digital response submissions via email or online and requests proposal pricing as it seeks budget proposals.