When is the submission deadline?

Submissions are due August 7, 2026. Questions must be submitted by July 24, 2026.

What is the budget for this RFP?

The published budget is $20,000.

It was issued by County Of Mono. The work is located in Bridgeport, California, United States.

Who is a good fit for this opportunity?

Retirement plan fiduciary advisory firm with public sector experience. Expertise in investment monitoring, fee benchmarking, and plan governance. Experience advising defined contribution or county employee retirement plans. Ability to provide independent fiduciary guidance and committee training. Familiarity with regulatory compliance and retirement plan industry best practices. Capacity to support multi-year advisory engagements and vendor procurement reviews.

Fiduciary Advisor Services for County Retirement Plans (Due August 7, 2026)

Overview

Financial, Legal, HR & Staffing

Bridgeport, California, United StatesPosted: July 11th, 2026Deadline: August 7th, 2026

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SUMMARY

A California county is soliciting an independent fiduciary advisor to provide ongoing oversight and advisory services for its retirement plans. The work includes investment monitoring, governance support, fee benchmarking, vendor evaluation, and fiduciary best-practice guidance under a three-year contract.

KEY REQUIREMENTS

Must be a qualified consultant to provide independent fiduciary advisory services
Must obtain and maintain a valid Mono County business license
Must provide evidence of insurance coverage in types and amounts determined by the County
Must disclose any actual or potential conflicts of interest
Must have experience providing fiduciary advisory services for governmental retirement plans, preferably for California public agencies

BUDGET

Verified

$20,000

CONTRACT DURATION

33 months

TIMELINE

RFP Release: July 10th, 2026

Deadline for Submittal of Questions: July 24th, 2026

Response to Questions via Addendum: July 31st, 2026

Deadline for Receipt of Proposals: August 7th, 2026

Evaluation of Proposals: August 10th-21st, 2026

Optional Interview: August 26th, 2026

Consultant Selection, Tentative Contract Award: August 28th, 2026

Tentative Supervisors Meeting Agenda: September 15th, 2026

Tentative Contract Start Date: October 1st, 2026

QUESTION DEADLINE

July 24th, 2026

CONTACTS

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

Additional decision-makers and their departments

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Issuing Agency

County Of Mono

Organization overview and procurement intelligence available on paid plans.

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DESCRIPTION

A government authority in Bridgeport, California is seeking an independent fiduciary advisor to support the oversight and administration of the county's retirement plans. The selected consultant will help the county fulfill its fiduciary responsibilities, maintain prudent plan governance, and support the provision of competitive retirement benefits for county employees.

Services include investment performance monitoring and recommendations, development and periodic review of the investment policy statement, fiduciary committee support, governance guidance, and fiduciary training. The advisor will also conduct quarterly reviews of plan investments, fees, and service providers; benchmark investment and administrative fees; evaluate recordkeeper performance and other retirement plan vendors; and review regulatory changes with recommendations on fiduciary best practices.

The consultant may also assist with future procurement of retirement plan service providers if requested. The contract term is expected to be three years, and questions are due by July 24, 2026.

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Frequently asked questions

When is the submission deadline?: Submissions are due August 7, 2026. Questions must be submitted by July 24, 2026.
What is the budget for this RFP?: The published budget is $20,000.
Who issued this RFP?: It was issued by County Of Mono. The work is located in Bridgeport, California, United States.
Who is a good fit for this opportunity?: Retirement plan fiduciary advisory firm with public sector experience
Expertise in investment monitoring, fee benchmarking, and plan governance
Experience advising defined contribution or county employee retirement plans
Ability to provide independent fiduciary guidance and committee training
Familiarity with regulatory compliance and retirement plan industry best practices
Capacity to support multi-year advisory engagements and vendor procurement reviews

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