403(b) Plan Advisory and Retirement Plan Consulting Services
Overview
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SUMMARY
DESCRIPTION
A government authority in Champaign, Illinois is seeking a qualified vendor to provide 403(b) plan advisory and retirement plan consulting services. The engagement includes ongoing advisory support for the authority’s retirement plan, with services such as committee meeting facilitation and documentation on a quarterly, biannual, or annual basis, compliance updates, investment policy and fund monitoring, and recommendations regarding investment option offerings.
The selected vendor must provide quarterly 403(b) plan advisory and investment monitoring services. Responsibilities include evaluating current approved 403(b) plan recordkeeper(s) and investment options against relevant benchmarks and the university’s investment policy statement to determine continued competitiveness and viability. The vendor is also expected to propose a timeline and task list for recurring advisory services, and to create a streamlined and/or tiered investment menu with related review, evaluation, and recommendations.
The contract term is anticipated to be one year.
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Frequently asked questions
- When is the submission deadline?
- Submissions are due September 10, 2026.
- Who is a good fit for this opportunity?
- Retirement plan advisory firm with deep 403(b) expertise
- Experience serving public sector, higher education, or government clients
- Strong capabilities in investment monitoring and policy-based fund evaluation
- Familiarity with recordkeeper assessments and retirement plan benchmarking
- Ability to facilitate governance committee meetings and provide compliance updates
- Capacity to deliver recurring quarterly advisory services under a one-year engagement
Analysis generated by Settle AI from the source RFP.
RFP Hunter shows what is open. Settle shows what is forming.
Settle pieces together buyer signals, budgets, contract activity, and the sources your team already monitors. See why an opportunity fits and what to do before the RFP posts.