HR-2451 - USA (Utah) - Retirement Plan Consultant Services - Deadline February 12,2020

Product (RFP/RFQ/RFI/Solicitation/Tender/Bid Etc.) ID: HR-2451

Government Authority located in Utah; USA based organization looking for expert vendor for retirement plan consultant services.

[A] Budget: Looking for Proposal

[B] Scope of Service:

(1) Vendor needs to provide retirement plan consultant services.
Services may include, but are not limited to, the following:
• Develop an Investment Policy Statement
• Evaluate fund design and performance, and recommend fund offerings and structure
• Evaluate and benchmark fees, and assist in negotiating fees to maximize plan efficiency
• Provide training regarding fiduciary duties, industry or regulatory developments or other pertinent topics
• Prepare reports and meet on a regular basis to review and advise, as deemed appropriate
• Other general advisory services relative to industry best practices for the management of employee 401(k), 457 and IRA retirement plans.
C. Proposal Requirements/Evaluation Criteria
• Company Background/Qualifications
• Retirement Plan Consulting Experience
• Defined Contribution Plan/Investment Services
• Cost
(2) Contract period will be for 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.

Expiry Date : Wednesday, 12 February, 2020

Category : HR Services

Country : USA

State : Utah

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