Retirement Investment Advisor and Consulting Services

Overview

Financial, Legal, HR & Staffing

Arlington, Texas, United StatesPosted: May 28th, 2026Deadline: June 17th, 2026

Fit Score

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SUMMARY

Arlington, Texas is seeking a consultant to provide comprehensive retirement investment advisory and consulting services for its pension and funding programs over a five-year period.

KEY REQUIREMENTS

Must be an independent contractor not affiliated with any institution that may propose a plan to the Authority
Must have experience with retirement investment and consulting services for public sector entities
Must provide a minimum of three references for similar projects
Must provide a Certificate of Insurance issued in the Authority's name within 10 days of notice of award
Must provide a copy of firm's most recent Cyber Security Guarantee and SOC-2 or SOC-3 reports
Must attempt to achieve at least 25 percent participation by historically underutilized business enterprises
Must maintain professional liability insurance with limits of no less than $5,000,000 per claim or $10,000,000 in the aggregate
Must maintain fiduciary liability insurance with limits of no less than $5,000,000 per claim or $10,000,000 in the aggregate
Must have commercial insurance policies written with insurers that have a minimum AM Best rating of no less than A-VI

BUDGET

Estimate

$100,000 – $250,000

CONTRACT DURATION

60 months

TIMELINE

Issue RFP: May 27th, 2026

Pre-proposal Conference: June 3rd, 2026

Clarification Deadline: June 10th, 2026

Deadline for Proposals: June 17th, 2026

Interviews: Late June 2026

Notification of Final Decision: Mid July 2026

Conclude Contract Negotiations: Mid July 2026

Contract Award/Board Approval: August 2026

QUESTION DEADLINE

June 10th, 2026

Issuing Agency

Trinity River Authority Of Texas

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DESCRIPTION

The government authority located in Arlington, Texas is seeking a qualified vendor to provide retirement investment advisor and consulting services. The selected consultant will offer comprehensive financial and strategic guidance concerning the Authority's pension and related funding programs. Services will encompass both short-term and long-term financial planning, including the development of financial and revenue projections aimed at supporting the sustainability of pension plans.

The consultant will analyze and evaluate funding strategies, including reviewing financial feasibility and identifying innovative or alternative financing options. This includes offering advice on relevant market conditions, trends, and financial products. Guidance will also be required on best practices, the development or updating of investment policies and procedures, and support with financial structures, legal documentation, and escrow funding when applicable.

Additional responsibilities include providing standardized investment performance reporting and analysis, assisting in the evaluation of the Third-Party Administrator’s financial condition and contractual matters, and offering on-call financial advice and related services as needed. The contract is intended for a period of five years.

Source attribution

This Settle Intelligence analysis is based on the issuing organization’s RFP listing.