When is the submission deadline?

This RFP closed on April 6, 2026 and is no longer accepting submissions.

What is the budget for this RFP?

Settle estimates the budget at $50,000 – $200,000. The issuer has not published an official figure.

It was issued by Ferris State University. The work is located in Big Rapids, Michigan, United States.

Who is a good fit for this opportunity?

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.

Retirement Plan Investment Review Services (Closed)

Overview

Financial, Legal, HR & Staffing

Big Rapids, Michigan, United StatesPosted: March 17, 2026Deadline: April 6, 2026

Settle Signals

Market intelligence for public sector sales teams

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.

Learn more about Settle

SUMMARY

The authority seeks a qualified firm to review retirement plan investment options, assess performance and compliance, and provide governance and policy recommendations.

KEY REQUIREMENTS

BUDGET

Estimate

$50,000 – $200,000

TIMELINE

RFP Publication: March 16th, 2026

Vendor question submission deadline: March 25th, 2026

Responses to vendor questions: March 27th, 2026

Proposal Submission Deadline: April 6th, 2026

Virtual presentation for potential vendors: April 2026

Anticipated date of vendor selection: April-May 2026

Length of award: One-time engagement

QUESTION DEADLINE

March 25, 2026

CONTACTS

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

Additional decision-makers and their departments

See Decision-Maker Contacts

Issuing Agency

Ferris State University

Organization overview and procurement intelligence available on paid plans.

See Issuer Research

DESCRIPTION

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.

Similar RFPs

Frequently asked questions

When is the submission deadline?: This RFP closed on April 6, 2026 and is no longer accepting submissions.
What is the budget for this RFP?: Settle estimates the budget at $50,000 – $200,000. The issuer has not published an official figure.
Who issued this RFP?: It was issued by Ferris State University. The work is located in Big Rapids, Michigan, United States.
Who is a good fit for this opportunity?: 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

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.

See how Settle works