When is the submission deadline?

Submissions are due October 27, 2026. Questions must be submitted by September 28, 2026.

It was issued by Citizens Property Insurance Corporation. The work is located in Tallahassee, Florida, United States.

Who is a good fit for this opportunity?

Registered investment advisory or financial consulting firm with retirement plan expertise. Demonstrated experience managing and improving public-sector retirement plan investments. Strong capabilities in fiduciary governance, regulatory compliance, and participant education. Experienced in preparing investment reports and delivering market analysis. Capacity to support plan boards, committees, and stakeholder meetings.

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Retirement Plan Financial Advisory Services

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Overview

Financial, Legal, HR & Staffing

Tallahassee, Florida, United StatesPosted: September 17, 2026Deadline: October 27, 2026

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SUMMARY

A Tallahassee government authority is seeking a financial advisory firm to support retirement plan investments, reporting, fiduciary responsibilities, and participant guidance under a three-year contract.

KEY REQUIREMENTS

Must be a registered investment advisor (RIA) firm
Must be registered with the U.S. Securities and Exchange Commission (SEC)
Must be authorized to provide investment advisory services in Florida
Must have at least ten years of experience providing financial advisory services to retirement savings plans
Must demonstrate financial stability
Must be a responsible vendor as defined by Section 287.057, Florida Statutes

CONTRACT DURATION

84 months

TIMELINE

ITN Released: September 16th, 2026

Questions Due: September 28th, 2026

Answers Posted: October 13th, 2026

Replies Due: October 27th, 2026

Evaluations: October 28th, 2026 – December 9th, 2026

Vendor Negotiations: December 10th, 2026 – February 1st, 2027

Negotiation Team Public Meeting: February 2nd, 2027

QUESTION DEADLINE

September 28, 2026

CONTACTS

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

Additional decision-makers and their departments

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Issuing Agency

Citizens Property Insurance Corporation

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DESCRIPTION

A government authority in Tallahassee, Florida, seeks a qualified provider to deliver retirement plan financial advisory services. The selected firm will provide financial guidance to citizens regarding retirement plans and support the effective management and improvement of plan investments.

Services are expected to include clear and regular reporting, market insights, assistance with fiduciary and regulatory responsibilities, and participation in plan, board, and committee meetings to advise citizens. The provider may also be asked to deliver additional financial support as needed.

The contract period will be three years. Questions must be submitted no later than September 28, 2026, and proposals are due October 27, 2026.

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Frequently asked questions

When is the submission deadline?: Submissions are due October 27, 2026. Questions must be submitted by September 28, 2026.
Who issued this RFP?: It was issued by Citizens Property Insurance Corporation. The work is located in Tallahassee, Florida, United States.
Who is a good fit for this opportunity?: Registered investment advisory or financial consulting firm with retirement plan expertise
Demonstrated experience managing and improving public-sector retirement plan investments
Strong capabilities in fiduciary governance, regulatory compliance, and participant education
Experienced in preparing investment reports and delivering market analysis
Capacity to support plan boards, committees, and stakeholder meetings

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.

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