Retirement Plan Fiduciary Advisory Services
Location:
Texarkana, Texas, United States
Posted on:
Deadline:
Summary:
The City of Texarkana, Texas is requesting proposals for fiduciary advisory services for its retirement plans, including compliance, investment, and plan design support.
Get full access to this RFP
Download the full RFP document and use Settle's AI to analyze requirements, estimate budget, and draft winning responses in minutes.
The City of Texarkana, Texas seeks a qualified vendor to provide comprehensive retirement plan fiduciary advisory services. The selected firm will support the City's 457(b) Deferred Compensation Plan and 401(a) Defined Contribution Plan by delivering fiduciary governance and compliance guidance, investment services, and plan provider oversight.
Key responsibilities include assisting with plan design and strategy, ensuring compliance with fiduciary standards, providing participation education and financial wellness initiatives, and facilitating ongoing meetings and detailed reporting. The vendor will also manage transition and onboarding processes for any necessary plan changes or service enhancements.
All prospective bidders are required to submit questions by May 8, 2026.
Best-fit vendors:
• Specialized in retirement plan fiduciary advisory services
• Experience with public sector clients and governmental retirement plans
• Demonstrated track record in 457(b) and 401(a) plan administration
• Capacity to deliver compliance, education, and reporting services
• Licensed and certified to provide financial advisory services in Texas
