BANKING-9570 - USA (Palm Desert, California) - Deferred Compensation Plan Evaluation and Advisory Services - Deadline December 4,2026

(1) Vendor needs to provide deferred compensation plan evaluation and advisory services to the government authority located in Palm Desert, CA.– Consultant will review the current provider, administrative services, investments, plan documents, governance, participant services, and all direct and indirect fees. – The consultant will benchmark the arrangement against comparable governmental plans and provide practical options with associated costs, benefits, risks, and implementation considerations.• General Expectations – The consultant must safeguard participant, personnel, plan and provider information and use secure methods for transmitting sensitive data. – The consultant shall remain independent of the providers, investment managers, custodians and products evaluated, disclose all actual or potential conflicts and compensation, and provide advice in the best interests of agency and plan participants.• Engagement Structure• Engagement Activities– Plan Design, Guidance, and Oversight (Required)– Options and Recommendations (Required)– Plan Investments Evaluation and Monitoring (Required/Ongoing)– Incumbent Provider Negotiations (Optional)– Provider Procurement (Optional)– Implementation and Transition (Optional)– Independence and Fiduciary Standard(2) All questions must be submitted no later than November 19, 2026.