When is the submission deadline?

Submissions are due October 29, 2026. Questions must be submitted by October 15, 2026.

It was issued by Shelby County Government. The work is located in Memphis, Tennessee, United States.

Who is a good fit for this opportunity?

Investment consulting firm with expertise in governmental Section 457(b) deferred compensation plans. Experienced provider of investment policy, plan oversight, and fiduciary compliance services. Capability to deliver participant education, marketing support, and committee advisory services. Strong reporting capabilities, including quarterly investment performance evaluations and executive summaries.

Deferred Compensation Plan Investment Consultant Services (Due October 29, 2026)

Overview

Financial, Legal, HR & Staffing

Memphis, Tennessee, United StatesPosted: October 1, 2026Deadline: October 29, 2026

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SUMMARY

A Memphis government authority seeks a consultant for investment administration, oversight, compliance, participant education, and performance reporting for its Section 457(b) deferred compensation plan. The anticipated contract term is two years.

KEY REQUIREMENTS

Must have a minimum of five years of experience providing the goods and/or performing the services described in the bid
Must be registered with the State of Tennessee as a Registered Investment Advisor (RIA)
Relationship management staff must maintain state securities licenses and registration for Tennessee and FINRA Series 6 or 7 or NASAA Series 63
Staff representatives servicing the plan must maintain FINRA Series 6, 7, 26, or 24 and NASAA Series 63 or 65
Must provide active Equal Opportunity Compliance (EOC) number and Vendor number
Must adhere to Title VI requirements
Must acknowledge adherence to the Tennessee Lawful Employment Act
Must complete, sign, and notarize a Drug-Free Workplace Affidavit
Must attest to not being in litigation adverse to Shelby County

CONTRACT DURATION

36 months

TIMELINE

Request for Proposals Released: September 29th, 2026

Deadline for Questions: October 15th, 2026

Proposal Due Date: October 29th, 2026

QUESTION DEADLINE

October 15, 2026

CONTACTS

Primary procurement contact — name, title, email, and phone

Additional decision-makers and their departments

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Issuing Agency

Shelby County Government

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DESCRIPTION

The government authority in Memphis, Tennessee, is seeking an investment consultant to provide administrative, investment consulting, marketing, and participant education services for its voluntary Section 457(b) deferred compensation plan.

The selected consultant will review, evaluate, and, if necessary, develop or revise the plan’s investment policy statement for committee adoption. Services will also include reviewing current investment alternatives for consistency with the policy statement, evaluating the appropriateness of the plan’s default investment arrangement, and assisting with the establishment and ongoing management of committee structures and protocols.

The consultant will provide ongoing investment consultant compliance services as well as quarterly performance evaluation reports and executive summaries identifying issues requiring attention. The contract period will be two years. Questions must be submitted by October 15, 2026, and proposals are due October 29, 2026.

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Frequently asked questions

When is the submission deadline?: Submissions are due October 29, 2026. Questions must be submitted by October 15, 2026.
Who issued this RFP?: It was issued by Shelby County Government. The work is located in Memphis, Tennessee, United States.
Who is a good fit for this opportunity?: Investment consulting firm with expertise in governmental Section 457(b) deferred compensation plans
Experienced provider of investment policy, plan oversight, and fiduciary compliance services
Capability to deliver participant education, marketing support, and committee advisory services
Strong reporting capabilities, including quarterly investment performance evaluations and executive summaries

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.

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