ASM-2561 - USA (Port Charlotte, Florida) - Investment Advisory Services for 457 Retirement Plans Services - Deadline June 29,2026

(1) Vendor needs to provide investment advisory services for 457 retirement plans services to the government authority located in Port Charlotte, FL.– Financial advisory firm capable of demonstrating the highest level of ability to provide retirement plan investment advisory and consulting services.– Provide monitoring, reporting and advisory services to the County, specifically for their 457(b) deferred comp retirement plan– Work will entail monitoring the performance of the County’s investment options and providing quarterly reports– Have a fiduciary responsibility to act solely in the interests of the County when providing investment advisory services(2) The contract period will be for one year.