open🌐 Portland, ORhttp://www.rfpmart.com/1176169-usa-portland-oregon-defined-contribution-and-compensation-plans-investment-advisory-services-rfp.html
BANKING-9389 - USA (Portland, Oregon) - Defined Contribution and Compensation Plans Investment Advisory Services - Deadline October 14,2026
Description
(1) Vendor needs to provide defined contribution and compensation plans investment advisory services to the government authority located in Portland, OR. • Provide investment advisory services in a fiduciary capacity and shall promptly disclose any actual or potential conflicts of interest that could affect the independence or objectivity of its advice.• Investment review, performance monitoring, and investment menu oversight.• Investment policy development and review.• Investment performance monitoring and evaluation.• Investment menu design and recommendations.• Evaluation and benchmarking of investment and service provider fees.• Fiduciary education and support.• Participant education and communication support.• Plan design and strategic consulting.(2) All the questions must be submitted no later than October 02, 2026.
Details?
- Posted
- Sep 23, 2026
- Response deadline
- Oct 14, 2026, 11:59 PM UTC (21d)
- Status
- open
- Jurisdiction
- Portland, OR
- Location
- Portland
- Has Description
- true
- Item
- BANKING-9389 - USA (Portland, Oregon) - Defined Contribution and Compensation Plans Investment Advisory Services - Deadline October 14,2026 (1) Vendor needs to provi
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