Fiduciary Advisor Services for County Retirement Plans
Overview
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SUMMARY
KEY REQUIREMENTS
BUDGET
VerifiedCONTRACT DURATION
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
CONTACTS
Primary procurement contact — name, title, email, and phone
Additional decision-makers and their departments
Issuing Agency
County Of Mono
DESCRIPTION
A government authority in Bridgeport, California is seeking a vendor to provide ongoing independent fiduciary advisory services for its deferred compensation and retirement plans. The selected advisor will support the county in fulfilling its fiduciary responsibilities, maintaining prudent oversight of plan operations, and helping ensure that county employees have access to competitive retirement benefits.
The scope of services includes objective investment oversight, governance support, vendor evaluation, fee benchmarking, and strategic guidance related to retirement plan administration. The county currently uses Empower Retirement as its recordkeeper and is seeking an independent advisor to review plan investments, fees, and service providers on a quarterly basis.
Additional responsibilities include development and periodic review of the investment policy statement, support for fiduciary committee activities, governance guidance, fiduciary training, evaluation of recordkeeper performance and other retirement plan vendors, and recommendations to improve participant outcomes while aligning plan management with industry best practices.
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Frequently asked questions
- When is the submission deadline?
- This RFP closed on August 7, 2026 and is no longer accepting submissions.
- 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 deferred compensation and government retirement plan oversight
- Independent investment advisor with strong governance and compliance capabilities
- Experience benchmarking investment and administrative fees
- Ability to evaluate recordkeepers and retirement plan service providers
- Firm capable of providing fiduciary training and committee support
- Familiarity with industry best practices for participant outcomes and plan administration
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.