Investment and Fiduciary Consultant Services
Overview
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SUMMARY
KEY REQUIREMENTS
CONTRACT DURATION
TIMELINE
RFP Released: August 3rd, 2026
Deadline for Questions and Comments: August 7th, 2026, 5:00pm
Proposal Due Date and Time: August 21st, 2026, 5:00pm
Interviews (tentative): September 16th, 2026
Anticipated Contract Award Date: December 1st, 2026
QUESTION DEADLINE
CONTACTS
Primary procurement contact — name, title, email, and phone
Additional decision-makers and their departments
Issuing Agency
County Of San Mateo
DESCRIPTION
A government authority in San Mateo, California is seeking an investment and fiduciary consultant to support its defined contribution retirement plans. The selected consultant will provide fiduciary guidance, develop and administer a best-practices checklist for committee members, and report on adherence to those practices.
The consultant will establish and document a comprehensive investment evaluation process, including performance benchmarks and procedures for placing investments on probation or replacing them. Responsibilities will also include facilitating the identification and selection of investment options, reviewing and presenting investment reports for health savings account plans, and monitoring and reporting on investment, recordkeeping, and other fees against appropriate benchmarks.
The selected provider will also conduct requests for proposals for service providers in accordance with county procurement requirements. Questions must be submitted no later than August 7, 2026, and proposals are due August 21, 2026.
Similar RFPs
Frequently asked questions
- When is the submission deadline?
- Submissions are due August 21, 2026. Questions must be submitted by August 7, 2026.
- Who issued this RFP?
- It was issued by County Of San Mateo. The work is located in California, United States.
- Who is a good fit for this opportunity?
- Investment consulting firm specializing in defined contribution retirement plans
- Demonstrated fiduciary governance and best-practices advisory experience
- Expertise in investment performance benchmarking and option evaluation
- Experience monitoring retirement plan fees and conducting provider RFPs
- Familiarity with public-sector or county procurement requirements
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.