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ACCT-8104 - USA (Tallahassee, Florida) - Retirement Plan Financial Advisory Services - Deadline January 6,2020

Product (RFP/RFQ/RFI/Solicitation/Tender/Bid Etc.) ID: ACCT-8104

Government Authority located in Tallahassee, Florida; USA based organization looking for expert vendor for retirement plan financial advisory services.

[A] Budget: Looking for Proposal

[B] Scope of Service:

(1) Vendor needs to provide financial advisory services normally associated with the prudent management of employer-sponsored retirement plans, including review and monitor investment options on a continual basis, assist citizens to achieve an optimal mix of investment choices based on investment performance, investment risk and management fees, provide detailed quarterly reports on investment options, with scoring of such factors as risk/return, investment styles, peer group rankings and other qualitative measurements as described in financial advisor firm’s response, personally attend quarterly plan meetings with citizens staff in state to provide market analysis, review reports, and provide recommendations, provide advice on whether plan participants have access to adequate education, communication, services, and asset allocation counseling needed to make informed decisions, assist citizens to ensure the plans are administered according to applicable laws, regulations, and stated policies, assist citizens with the implementation of sound fiduciary processes, review investment policy statements and recommend revisions, as needed, provide annual plan design benchmarking vs. industry “best practices”, assist, as needed, with preparation for and participation in citizens’ quarterly board of governors and retirement committee meetings, provide all retirement plan financial services as described in the response (unless the services are specifically identified as not being included in the proposed annual fee); and provide other financial-related services regarding the plans as requested by citizens management to the government authority located in Tallahassee, FL.
(2) A not mandatory pre-bid conference will be held on November 25, 2019.
(3) All question must be submitted no later than December 2, 2019.

[C] Eligibility:

- Onshore (USA Only);

[D] Work Performance:

Performance of the work will be Offsite. Vendor needs to carry work in their office location

Expiry Date : Monday, 6 January, 2020

Pre-proposal Conference Date : Monday, 25 November, 2019

Question Answer Deadline : Monday, 2 December, 2019

Category : Auditing, Finance and Accounting, Uncategorized

Country : USA

State : Florida

Cost to Download This RFP Document : $ 5

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