Retirement Plan Investment Review Services
Location:
Big Rapids, Michigan, United States
Posted on:
Deadline:
Summary:
The authority seeks a qualified firm to review retirement plan investment options, assess performance and compliance, and provide governance and policy recommendations.
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The government authority in Big Rapids, Michigan is seeking a vendor to conduct a comprehensive investment review of all retirement plan investment options. The selected firm will be responsible for evaluating investment performance, risk, fees, and benchmarking of the current portfolio.
Additionally, the vendor must assess compliance with the organization's human resources policies, procedures, and applicable board of trustee policies. Recommendations for changes or replacements to investment options should be provided as necessary. The scope of work also includes benchmarking plan fees and expenses, assisting with updates to the investment policy statement, participating in investment review committee meetings, and advising on best practices for fiduciary governance.
All questions related to this RFP must be submitted by March 25, 2026. The initial contract period is set for one year.
Best-fit vendors:
• Experience conducting retirement plan investment reviews for public sector clients
• Strong background in fiduciary governance and policy compliance
• Ability to provide comprehensive investment performance analysis
• Familiarity with benchmarking fees and assisting with investment policy updates
• Capacity to attend and advise at committee meetings
