Posted Date : February 22,2019
Product (RFP/RFQ/RFI/Solicitation/Tender/Bid Etc.) ID : BANKING-1276
Government Authority located in Reno, Nevada; USA based organization looking for expert vendor for investment management consultant services.
[A] Budget: Looking for Proposals
[B] Scope of Service:
(1) Vendor needs to provide investment management consultant services of a general investment consultant advice in dealing with the its defined contribution retirement program the investment consultant works directly with the executive officer, to coordinate the presentation of routine and special topics to the retirement plan advisory committee to the government authority located in Reno, N Reno, Nevada.
- Plan Administration, Recordkeeping and Cost Structure to advise the program on plan administration best practices, evaluate the program’s administrative cost structure and recommend changes to optimize plan participants’ opportunity to achieve an investment return over time conducive to accumulating retirement wealth.
- General Plan Diligence and Compliance Consulting to monitor and provide independent alerts to impending risks that may impact providers, fund managers and fund performance, conduct an annual compliance review of the total plan, including orphan accounts, advise on an action plan to resolve any non-compliances that require correction.
(2) All questions must be submitted no later than February 28, 2019.
(3) The term of the contract shall be one year.
[C] Eligibility:
Onshore (USA Only)
[D] Work Performance:
Performance of the work will be Offsite. Vendor needs to carry work in their office location.
Budget :
Deadline to Submit Proposals: March 28,2019
Cost to Download This RFP/RFQ/RFI/Solicitation/Tender/Bid Document : 5 US$
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Product (RFP/RFQ/RFI/Solicitation/Tender/Bid Etc.) ID : BANKING-1276
Government Authority located in Reno, Nevada; USA based organization looking for expert vendor for investment management consultant services.
[A] Budget: Looking for Proposals
[B] Scope of Service:
(1) Vendor needs to provide investment management consultant services of a general investment consultant advice in dealing with the its defined contribution retirement program the investment consultant works directly with the executive officer, to coordinate the presentation of routine and special topics to the retirement plan advisory committee to the government authority located in Reno, N Reno, Nevada.
- Plan Administration, Recordkeeping and Cost Structure to advise the program on plan administration best practices, evaluate the program’s administrative cost structure and recommend changes to optimize plan participants’ opportunity to achieve an investment return over time conducive to accumulating retirement wealth.
- General Plan Diligence and Compliance Consulting to monitor and provide independent alerts to impending risks that may impact providers, fund managers and fund performance, conduct an annual compliance review of the total plan, including orphan accounts, advise on an action plan to resolve any non-compliances that require correction.
(2) All questions must be submitted no later than February 28, 2019.
(3) The term of the contract shall be one year.
[C] Eligibility:
Onshore (USA Only)
[D] Work Performance:
Performance of the work will be Offsite. Vendor needs to carry work in their office location.
Budget :
Deadline to Submit Proposals: March 28,2019
Cost to Download This RFP/RFQ/RFI/Solicitation/Tender/Bid Document : 5 US$