What the buyer needs
AI summaryThe government authority located in Abilene, Texas, seeks an onshore USA vendor to deliver independent governmental 457(b) retirement plan consulting and investment advisory services. The selected contractor must perform the work offsite to strengthen documented governance, provide independent investment research and fee benchmarking, evaluate the investment lineup, and acknowledge fiduciary standards. The contractor will also monitor the recordkeeper, prepare quarterly performance reports, track direct and indirect compensation, and analyze regulatory developments and plan utilization cohorts. Interested organizations must submit all questions no later than November 24, 2026.
Minimum qualifications
- Properly licensed/certified to practice in the State of Texas.
Documents to include with your response
- Certificate of insurance or certified copy of the insurance policy
- Written statutory verifications regarding boycotts, firearm discrimination, and state lists
- Sales tax permit issued by the Comptroller of Public Accounts
- Resale certificate complying with the Tax Act