Retirement Plan Investment Advisory Services
Overview
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SUMMARY
DESCRIPTION
A government authority in Salt Lake, Utah is seeking a qualified vendor to provide retirement plan investment advisory services. The selected firm will support plan oversight, governance, and investment decision-making for the authority's retirement plans.
The scope of services includes serving as a fiduciary to the committee and the plans, conducting periodic plan cost analysis and fee benchmarking, and providing industry and peer fund performance benchmarking. The advisor will also assist with renegotiating fees, benchmarking managed account fees, and reviewing manager fees on a regular basis.
In addition, the selected firm will help the committee evaluate and select additional or replacement investment managers and funds, facilitate discussions regarding fund candidates, and review investment manager performance against benchmarks on a periodic basis. Questions related to the solicitation must be submitted by July 31, 2026.
Similar RFPs
Frequently asked questions
- When is the submission deadline?
- Submissions are due August 14, 2026.
- Who is a good fit for this opportunity?
- Registered investment advisory firm with retirement plan consulting expertise
- Experience serving as a fiduciary for public sector or institutional retirement plans
- Strong background in investment performance benchmarking and fee analysis
- Proven ability to support plan governance and committee decision-making
- Experience evaluating, selecting, and monitoring investment managers and funds
- Capability to negotiate manager and managed account fees effectively
- Familiarity with public authority procurement and compliance requirements
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.