Deferred Compensation Plan Investment Consulting Services

Overview

Management Consulting & Admin Support

Los Angeles, California, United StatesPosted: May 30th, 2026Deadline: July 15th, 2026

Fit Score

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SUMMARY

California seeks a consulting firm to advise on deferred compensation plan investments, providing expertise in investment design, oversight, and compliance over a five-year contract.

KEY REQUIREMENTS

Must have provided governmental deferred compensation plan consulting services for a minimum of ten years.
Must have a project leader who has provided governmental deferred compensation plan consulting services for a minimum of five years.
Must comply with City of Los Angeles General Contracting Provisions.
Must maintain required insurance coverage levels including Workers Compensation, General Liability, and Professional Liability.
Must be able to provide services as a fiduciary under the Investment Advisers Act of 1940.
Must submit all required compliance documents including the Iran Contracting Act of 2010 Affidavit and Prohibited Contributors (Form 55) if applicable.

CONTRACT DURATION

60 months

TIMELINE

RFP Release Date: May 29th, 2026

Deadline for Written Questions: July 2nd, 2026

Response Due Date: July 15th, 2026

Target date for contract execution and commencement of services: January 1st, 2027

QUESTION DEADLINE

July 2nd, 2026

Issuing Agency

City Of Los Angeles Personnel Department

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DESCRIPTION

The government authority in California is seeking a vendor to provide professional consulting services for its deferred compensation plan investment program. The selected firm will advise the Board and staff on the design, oversight, performance, and strategic management of the agency's investment program, ensuring alignment with fiduciary standards and participant needs.

The consultant will offer independent expertise in areas such as investment design, performance oversight, and fiduciary governance to help maintain a participant-focused and cost-effective investment program. The role also includes delivering objective analysis, innovative strategies, and actionable insights to advance the agency's mission of supporting City employees' long-term financial security through effective saving and investing. Consulting services required include investment plan design, investment selection and performance evaluation, compliance and risk management, as well as outcome and strategic analyses.

The contract period is set for five years. All questions related to this RFP must be submitted no later than July 2, 2026.

Source attribution

This Settle Intelligence analysis is based on the issuing organization’s RFP listing.