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open🌐 Salt Lake, UThttp://www.rfpmart.com/1145043-usa-salt-lake-utah-retirement-plan-investment-advisory-services-rfp.html

BANKING-9125 - USA (Salt Lake, Utah) - Retirement Plan Investment Advisory Services - Deadline August 14,2026

Description

(1) Vendor needs to provide retirement plan investment advisory services to the government authority located in Salt Lake, UT.– The investment advisory market to identify a qualified partner to support plan oversight, governance, and investment decision–making. – Serve as fiduciary for the Services provided to the Committee and the Plans. – Provide periodic plan cost analysis and fee benchmarking for all plans.– Provide industry and peer fund performance benchmarking/assist in re–negotiating fees.– Provide periodic benchmarking of managed account fees. – Assist the Committee in evaluating and selecting additional and/or replacement managers and funds. – Facilitate discussions and assist the Committee in selecting most appropriate fund candidate.– Review manager fees on a regular basis.– Negotiate manager fees on a regular basis.– Review investment manager performance and compare against benchmarks on a periodic basis.(2) All the questions must be submitted no later than July 31, 2026.

Details

Posted
Jul 18, 2026
Response deadline
Aug 14, 2026, 11:59 PM UTC (27d)
Status
open
Jurisdiction
Salt Lake, UT
Location
Salt Lake
Item
BANKING-9125 - USA (Salt Lake, Utah) - Retirement Plan Investment Advisory Services - Deadline August 14,2026 (1) Vendor needs to provide retirement plan investment
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