INSU-6745 - USA (Delta, Colorado) - Retirement Plan Services - Deadline December 2,2026

(1) Vendor needs to provide retirement plan services to the government authority located in Delta, CO.• Provide retirement plan service providers to deliver comprehensive retirement plan administration, investment oversight, employee education, and ongoing support.• Employee Education, Counseling, and Support– Provide employees with accessible opportunities for retirement planning advice, individual counseling, and professional consultation.– Offer educational resources and guidance to help employees understand their retirement plan options, investment choices, and long–term retirement goals.– Provide clear, accurate, and timely responses to employee questions and concerns.• Investment Expertise and Oversight– Demonstrate extensive knowledge and experience in retirement plan investments and financial markets.– Monitor market conditions, investment performance, and economic trends that may affect the City’s retirement plan.– Provide recommendations regarding investment options, diversification, risk management, and long–term investment strategies.– Present regular investment performance reports and explain relevant market developments and recommended actions.• Investment Monitoring and Fiduciary Responsibilities– Monitor the investment options available under the plan and provide appropriaterecommendations to support a diversified investment portfolio.– Identify potential investment risks and opportunities and communicate material concerns to the City in a timely manner.– Clearly disclose all fees, compensation, potential conflicts of interest, and the scope of any fiduciary responsibilities.(2) The contract period will be for one year.