GovBidAlerts
← My Opportunities
closed🌐 pasadena2023-RFP-755

Consulting Services for 457 Deferred Compensation Plan Services

pasadena / Finance Department

Description

The City is seeking to contract for 457 Deferred Compensation Plan Services as outlined in this RFP. The objective is to obtain a lump sum annual price proposal for services from a qualified and experienced firm, preferably with key staff holding a Chartered Financial Analyst Designation (CFA), Chartered Retirement Plan Specialist (CRPR), or similar designation. The selected consultant will represent and advise the City of Pasadena on the administration of its 457 Deferred Compensation Plan, assist the City in optimizing Plan performance, and ensuring regulatory compliance.

Details

Posted
Aug 31, 2023
Response deadline
Sep 22, 2023, 10:00 PM UTC
Status
closed
Buyer
pasadena
Department
Finance Department
Jurisdiction
pasadena
Reference #
2023-RFP-755
Summary
<p>The City is seeking to contract for 457 Deferred Compensation Plan Services as outlined in this RFP.&nbsp; The objective is to obtain a lump sum annual price proposal for services from a qualified
Is Paused
false
Template Title
Request for Proposals (Competitive Selection PMC 4.08.047)
Copy Count
0
Government Organization Name
City of Pasadena
Government Organization State
CA
Government Organization Website
https://www.cityofpasadena.net/
Government Organization Zip Code
91101
Government Organization Address1
100 N. Garfield Avenue
Government Organization Timezone
America/Los_Angeles
Government Organization Country Code
US
Government Organization Phone Country
1
Close Out Reason
Awarded
Finding similar opportunities…

This listing is a summary from pasadena's open procurement data. We ingest every field the feed publishes; the full solicitation documents are on the source portal.

Raw record
{
  "id": 56469,
  "_slug": "pasadena",
  "title": "Consulting Services for 457 Deferred Compensation Plan Services",
  "status": "closed",
  "summary": "<p>The City is seeking to contract for 457 Deferred Compensation Plan Services as outlined in this RFP.&nbsp; The objective is to obtain a lump sum annual price proposal for services from a qualified and experienced firm, preferably with key staff holding a Chartered Financial Analyst Designation (CFA), Chartered Retirement Plan Specialist (CRPR), or similar designation.&nbsp; The selected consultant will represent and advise the City of Pasadena on the administration of its 457 Deferred Compensation Plan, assist the City in optimizing Plan performance, and ensuring regulatory compliance.</p>",
  "isPaused": false,
  "template": {
    "title": "Request for Proposals (Competitive Selection PMC 4.08.047)"
  },
  "addendums": [],
  "copyCount": 0,
  "isPrivate": false,
  "comingSoon": null,
  "created_at": "2023-08-10T00:32:18.139Z",
  "department": {
    "id": 233,
    "name": "Finance Department"
  },
  "government": {
    "code": "pasadena",
    "organization": {
      "city": "Pasadena",
      "logo": "https://assets.procurement.opengov.com/logos/Pasadena.jpeg",
      "name": "City of Pasadena",
      "phone": null,
      "state": "CA",
      "website": "https://www.cityofpasadena.net/",
      "zipCode": "91101",
      "address1": "100 N. Garfield Avenue",
      "address2": null,
      "phoneExt": null,
      "timezone": "America/Los_Angeles",
      "countryCode": "US",
      "phoneCountry": "1"
    }
  },
  "financialId": "2023-RFP-755",
  "closeOutReason": "Awarded",
  "closedSubstatus": "awarded",
  "proposalDeadline": "2023-09-22T22:00:00.000Z",
  "releaseProjectDate": "2023-08-31T22:04:42.766Z"
}