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Consultant Services for Deferred Compensation Plans

Peoria, AZ.&nbspArizona, USADue Monday, September 14, 2026
Client
Peoria, AZ.&nbsp
RFP Number
BANKING-9252
Posted
Category
Banking Services
Budget
Looking for proposal
NAICS
Set-aside
Contact

Description

AI Generated

The government authority located in Peoria, AZ seeks a USA-only vendor to provide consultant services for its General 457b, Roth 457, 401a, and Post Employment Health Plan deferred compensation plans. The buyer requires all recordkeeping, enrollment, and communications services for the plans, alongside investment consulting services performed on both a periodic and as-needed basis. The requested scope includes conducting bi-annual investment performance reviews, performing fund searches as needed, and managing service provider RFP development, proposal analysis, contract negotiations, and transition services before the current contract or extensions expire. The vendor will perform all work offsite. The buyer currently solicits proposals to establish the project budget and lists no specific evaluation criteria or key dates in the provided text.

Source and verification

Original source

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