When is the submission deadline?

Submissions are due June 29, 2026.

It was issued by Charlotte County Board Of County Commissioners. The work is located in Port Charlotte, Florida, United States.

Who is a good fit for this opportunity?

Registered investment advisory firms with strong fiduciary qualifications. Experience managing and consulting on 457(b) or similar public sector retirement plans. Proven track record in performance monitoring and quarterly reporting. Ability to serve clients in Florida. Demonstrated history of acting in a fiduciary capacity for government entities.

Investment Advisory Services for 457 Retirement Plans (Due June 29, 2026)

Overview

Financial, Legal, HR & Staffing

Port Charlotte, Florida, United StatesPosted: June 16th, 2026Deadline: June 29th, 2026

Fit Score

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SUMMARY

Port Charlotte, FL seeks a financial advisory firm to provide investment consulting, monitoring, and reporting services for its 457(b) retirement plan under a one-year contract.

KEY REQUIREMENTS

Must have no less than five years of experience consulting with and evaluating at least three Florida municipal non-ERISA government public sector retirement plans.
Must be registered with the Securities and Exchange Commission under the Investment Advisor's Act of 1940.
Must carry Fiduciary Liability Insurance.
Must provide investment advisory/consulting services to employer plans only.
Must have first-hand experience in providing consulting services with respect to the analysis, design, valuation, implementation, and on-going management of defined contribution retirement plans.
Must submit a Contractor Health and Safety plan to the County prior to commencement of work.
Must not be on the Scrutinized Companies that Boycott Israel List.
Must not employ unauthorized alien workers.

CONTRACT DURATION

15 months

TIMELINE

The contract term is from the date of award through September 30th, 2027.

Quotes must be received no later than 3:00 p.m. (EST), June 29th, 2026.

CONTACTS

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

Additional decision-makers and their departments

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Issuing Agency

Charlotte County Board Of County Commissioners

Organization overview and procurement intelligence available on paid plans.

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DESCRIPTION

A government authority in Port Charlotte, Florida is seeking an experienced financial advisory firm to provide investment advisory services for its 457(b) deferred compensation retirement plan. The selected firm will be responsible for monitoring, reporting on, and advising the County regarding the performance of investment options within the plan.

Essential duties include providing quarterly performance reports and maintaining a fiduciary responsibility to act solely in the County’s best interests when offering investment recommendations. The contract period for the engagement is one year, with firms required to demonstrate extensive experience in retirement plan investment advisory and consulting services that meet high industry standards.

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Frequently asked questions

When is the submission deadline?: Submissions are due June 29, 2026.
Who issued this RFP?: It was issued by Charlotte County Board Of County Commissioners. The work is located in Port Charlotte, Florida, United States.
Who is a good fit for this opportunity?: Registered investment advisory firms with strong fiduciary qualifications
Experience managing and consulting on 457(b) or similar public sector retirement plans
Proven track record in performance monitoring and quarterly reporting
Ability to serve clients in Florida
Demonstrated history of acting in a fiduciary capacity for government entities

Analysis generated by Settle AI from the source RFP.

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