Defined Contribution and Compensation Plans Investment Advisory Services

The buyer requests defined contribution and compensation plans investment advisory services for a government authority in Portland, Oregon. The selected vendor must act in a fiduciary capacity and promptly disclose any actual or potential conflicts of interest. The requested scope includes investment review, performance monitoring, and menu oversight, along with investment policy development, performance evaluation, and menu design recommendations. Additionally, the vendor must evaluate and benchmark investment and service provider fees, deliver fiduciary education, support participant education and communication, and provide plan design and strategic consulting. The buyer requires vendors to be onshore USA organizations. The vendor may perform work onsite or offsite. The buyer is looking for proposals regarding the budget. Bidders must submit all questions no later than October 02, 2026.