Posted Date : January 17,2020
Product (RFP/RFQ/RFI/Solicitation/Tender/Bid Etc.) ID : BANKING-1980
Government authority located in Carson City, Nevada; USA based organization looking for expert vendor for investment consulting services.
[A] Budget: Looking for Proposal
[B] Scope of Service:
Vendor needs to provide investment consulting services and assisting the Plan with meeting its fiduciary duties and responsibilities for the State’s 457(b) Deferred Compensation Plan and FICA Alternative/3121 Plan (Programs) with $875.4 million total assets under management and projected to grow to over a billion dollars throughout the five-year contract period to the government authority located in Carson City, NV.
- The consulting services will include, but are not limited to, the following areas: quarterly performance measurement and plan reporting, conducting a Plan compliance review within the first year of the contract and at least one other time within the five year contract period at the discretion and/or direction of the Program’s Executive Officer or Committee, investment option consolidation, adoption, or deletion, investment customization services, and record keeping evaluation (i.e., potential for delegated administration duties, participant communication, education and fee structuring, etc.).
- Ensure that established and well-defined procedures adopted in the Investment Policy Statement are in place for the review, maintenance, and monitoring of adopted investment funds and/or options in the Plan. Assist in the development, adoption, and evaluation of Investment policy and best practices policies that meet or exceed widely used industry standards.
- Plan Activity and Participant Utilization reports.
- Fund holdings, fund information, sector allocations, style box history market capture, risk, comparative performance reports of adopted core investments within the established investment line-up, and any other information per Committee and/or Executive Officer request.
[C] Eligibility:
- Onshore (USA Only);
[D] Work Performance:
Performance of the work will be Offsite. Vendor needs to carry work in their office location.
Budget :
Deadline to Submit Proposals: January 31,2020
Cost to Download This RFP/RFQ/RFI/Solicitation/Tender/Bid Document : 5 US$
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Clik here to view.
Product (RFP/RFQ/RFI/Solicitation/Tender/Bid Etc.) ID : BANKING-1980
Government authority located in Carson City, Nevada; USA based organization looking for expert vendor for investment consulting services.
[A] Budget: Looking for Proposal
[B] Scope of Service:
Vendor needs to provide investment consulting services and assisting the Plan with meeting its fiduciary duties and responsibilities for the State’s 457(b) Deferred Compensation Plan and FICA Alternative/3121 Plan (Programs) with $875.4 million total assets under management and projected to grow to over a billion dollars throughout the five-year contract period to the government authority located in Carson City, NV.
- The consulting services will include, but are not limited to, the following areas: quarterly performance measurement and plan reporting, conducting a Plan compliance review within the first year of the contract and at least one other time within the five year contract period at the discretion and/or direction of the Program’s Executive Officer or Committee, investment option consolidation, adoption, or deletion, investment customization services, and record keeping evaluation (i.e., potential for delegated administration duties, participant communication, education and fee structuring, etc.).
- Ensure that established and well-defined procedures adopted in the Investment Policy Statement are in place for the review, maintenance, and monitoring of adopted investment funds and/or options in the Plan. Assist in the development, adoption, and evaluation of Investment policy and best practices policies that meet or exceed widely used industry standards.
- Plan Activity and Participant Utilization reports.
- Fund holdings, fund information, sector allocations, style box history market capture, risk, comparative performance reports of adopted core investments within the established investment line-up, and any other information per Committee and/or Executive Officer request.
[C] Eligibility:
- Onshore (USA Only);
[D] Work Performance:
Performance of the work will be Offsite. Vendor needs to carry work in their office location.
Budget :
Deadline to Submit Proposals: January 31,2020
Cost to Download This RFP/RFQ/RFI/Solicitation/Tender/Bid Document : 5 US$
Image may be NSFW.
Clik here to view.
