Pension Fund Investment and Trustee Services
Location:
Rochester, New York, United States
Posted on:
Deadline:
Summary:
A Rochester-based authority seeks a provider for pension fund investment advisory and trustee services for two non-union employee plans over a five-year contract.
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A government authority in Rochester, New York is seeking a qualified vendor to provide pension fund investment advisory and trustee services. The scope of work encompasses oversight and management of two pension plans sponsored by the Authority for its non-union employees.
The initial contract period is for five years. Selected firms will be expected to ensure prudent investment strategies, fiduciary oversight, and comprehensive trustee support for the Authority’s pension funds.
Best-fit vendors:
• Experienced in public sector pension fund management
• Licensed and credentialed in fiduciary and trustee services
• Proven track record with investment advisory for pension plans
• Ability to provide services in New York State
