Fiduciary Advisory Services

The government authority in Martinez, California, requires a vendor to provide fiduciary advisory services for a three-year contract period. The buyer needs the selected vendor to deliver fiduciary stakeholder education, regulatory updates, watch list reviews, meeting minute documentation, and compliance monitoring. The requested scope includes analyzing and recommending strategies for investment plan performance, participant costs, investment option selection, plan design, fund mapping, and service provider materials. Additionally, the vendor must conduct annual benchmarking analyses comparing defined contribution programs with similar governmental employers, review plan communication materials upon request, and monitor recordkeeper performance. Work may occur onsite or offsite. The buyer accepts digital responses via email or online and requires proposals for the budget. To remain eligible, the vendor must be a USA organization. Bidders must submit all questions no later than September 9, 2026.