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UNCT-9412 - USA (Portland, Oregon) - Deferred Compensation Plan Advisor Services - Deadline February 5,2019

Product (RFP/RFQ/RFI/Solicitation/Tender/Bid Etc.) ID: UNCT-9412

Government authority located in Portland, Oregon, USA; based organization looking for expert vendor for deferred compensation plan advisor services.

[A] Budget: Looking for Proposal

[B] Scope of Service:

(1) Vendor needs to provide deferred compensation plan advisor services for regular review and maintenance of investment policy statement, regular review of committee charter, fee and revenue sharing policy and procedures, review and recommend plan design changes, review and analysis of performance report and all other related deliverables, investments to watch, recommendations for changes, including underperforming managers, advice on strategies to grow participation, report on industry trends and legal developments and track projects requiring collective effort of advisor and record keeper to the government authority located in Portland, OR.
(2) All questions must be submitted no later than January 29, 2019.
(3) Contract period will be five years.

[C] Eligibility:

- Onshore (USA Only);

[D] Work Performance:

Performance of the work will be Offsite. Vendor needs to carry work in their office location.

Expiry Date : Tuesday, 5 February, 2019

Question Answer Deadline : Tuesday, 29 January, 2019

Category : Uncategorized

Country : USA

State : Oregon

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