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457 Plan Investment Advisory and Consulting Services - Budget - Up to 317,268.00 - 387,772.00 USD

San Diego, CA.&nbspCalifornia, USADue Monday, October 12, 2026
Client
San Diego, CA.&nbsp
RFP Number
BANKING-9339
Posted
Category
Banking Services
Budget
- Up to 317,268.00 - 387,772.00 USD - Deadline October 12,2026
NAICS
Set-aside
Contact

Description

AI Generated

The government authority located in San Diego, CA, needs a vendor to provide 457 plan investment advisory and consulting services for its participant-directed 457 Deferred Compensation Plan. The vendor must deliver these services offsite for a contract period of five years. The scope requires advising on a plan composed of a broad range of asset classes that allow eligible employee participants to diversify investments based on their retirement objectives and risk profiles. Only USA-based organizations qualify for this opportunity. The buyer sets the budget at up to 317,268.00 to 387,772.00 USD. Interested vendors must submit all questions no later than September 21, 2026. The final deadline for the opportunity is October 12, 2026.

Source and verification

Original source

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