Retirement Plan Investment Advisory Services
Location:
San Antonio, Texas, United States
Posted on:
Deadline:
Summary:
The San Antonio Housing Authority is soliciting investment advisory services to support and optimize its employee retirement plan through strategic asset allocation, regular communication, and participant education.
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The government authority in San Antonio, Texas is seeking a qualified vendor to provide retirement plan investment advisory services for the housing authority's city employee money purchase pension plan and trust. The selected advisor will furnish strategic counsel on asset allocation strategies designed to optimize investment returns while effectively managing risk to support plan objectives.
Key responsibilities include maintaining regular communication with the committee by meeting at least quarterly, ensuring the best interests of plan participants by negotiating money market manager fees, and developing and distributing clear and informative educational materials. The advisor is also expected to collaborate in formulating and maintaining a prudent asset allocation strategy aimed at achieving a reasonable risk-adjusted rate of return for plan assets.
The contract term for these services will be one year. All questions regarding the RFP must be submitted by March 18, 2026.
Best-fit vendors:
• Experienced investment advisory firms with expertise in public pension plans
• Proven track record in fiduciary best-practices and asset allocation strategy development
• Strong background in participant education and fee negotiation
• Ability to provide regular committee communications and reporting
• Licensed to operate in Texas
