Posted Date : January 02,2020
Product (RFP/RFQ/RFI/Solicitation/Tender/Bid Etc.) ID : BANKING-1940
Government Authority located in North Las Vegas, Nevada; USA based organization looking for expert vendor for investment consultants’ services.
[A] Budget: Looking for Proposal
[B] Scope of Service:
(1) Vendor needs to provide investment consultants services who will act as a fiduciary with regard to the city 457(b) deferred compensation plans and the city’s 401(a) defined contribution plans to the government authority located in North Las Vegas, NV.
- 457 and 401(1) deferred compensation plans were established to provide city employees with an additional retirement saving option that provided pre-tax saving to participating employees.
- Investment Consultant shall generally advise the committee and the city, as needed, including on the following topics plan design and operations, strategic goals, communication, and detailed investment education programs, industry best practices for both internal and plan service provider procedures, and education related to federal and state law and regulatory changes, investment strategies for structuring a retirement investment program suitable to the long-term needs and risk tolerances of each plan participant.
- Investment Consultant shall perform searches and recommend alternative investment options as needed per the plans' investment policies or as requested by the committee; and update the committee on developments in the financial services industry and financial market, and provide analysis and recommendations with respect to such developments.
- Investment Consultant will provide written investment performance review reports and review each report with the committee.
(2) An optional pre-proposal conference meeting will be held on January 06, 2020.
(3) All question must be submitted no later than January 15, 2020.
[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: January 22,2020
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-1940
Government Authority located in North Las Vegas, Nevada; USA based organization looking for expert vendor for investment consultants’ services.
[A] Budget: Looking for Proposal
[B] Scope of Service:
(1) Vendor needs to provide investment consultants services who will act as a fiduciary with regard to the city 457(b) deferred compensation plans and the city’s 401(a) defined contribution plans to the government authority located in North Las Vegas, NV.
- 457 and 401(1) deferred compensation plans were established to provide city employees with an additional retirement saving option that provided pre-tax saving to participating employees.
- Investment Consultant shall generally advise the committee and the city, as needed, including on the following topics plan design and operations, strategic goals, communication, and detailed investment education programs, industry best practices for both internal and plan service provider procedures, and education related to federal and state law and regulatory changes, investment strategies for structuring a retirement investment program suitable to the long-term needs and risk tolerances of each plan participant.
- Investment Consultant shall perform searches and recommend alternative investment options as needed per the plans' investment policies or as requested by the committee; and update the committee on developments in the financial services industry and financial market, and provide analysis and recommendations with respect to such developments.
- Investment Consultant will provide written investment performance review reports and review each report with the committee.
(2) An optional pre-proposal conference meeting will be held on January 06, 2020.
(3) All question must be submitted no later than January 15, 2020.
[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: January 22,2020
Cost to Download This RFP/RFQ/RFI/Solicitation/Tender/Bid Document : 5 US$