EXTRA-7476 - USA (Minneapolis, Minnesota) - Retirement Plan Consulting Services - Deadline March 13,2020

Product (RFP/RFQ/RFI/Solicitation/Tender/Bid Etc.) ID: EXTRA-7476

Government Authority located in Minneapolis, Minnesota; USA based organization looking for expert vendor for retirement plan consulting services.

[A] Budget: Looking for Proposal

[B] Scope of Service:

(1) Vendor needs to provide retirement plan consulting services must be an independent consultant and shall not be affiliated with or derive fees from other financial institutions, including money managers, broker dealers, insurance providers, custodians, and others to the government authority located in Minneapolis, MN.
- Services includes advice on suitable investment alternatives and the relative risk of each alternative, information on each investment alternative, including the objective of the investment alternative, suitable benchmarks against which to measure performance, typical investor each investment alternative would be suitable for, and the investment strategy and quality and diversification standards for each investment alternative, assistance in the establishment of criteria for the selection of investment sub funds, identification of material changes in each investment sub fund’s organization, investment philosophy, and/or personnel, the reporting on the adherence to each investment sub fund’s manager’s published style or discipline, reporting of all related internal and external fees of each investment sub fund, advice on investment policy regarding the management of plan assets, formal periodic reviews of the performance of existing investment sub funds based on established criteria, assistance with the responsibilities established from them in the “duties and responsibilities” section of the ips, recommendations of communications and alternative investment sub funds based on participant demographics, participation rates, and the allocation of principal balances, assistance and advice regarding the retirement plan’s service provider and employee education.
(2) All question must be submitted no later than March 5, 2020.

[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 : Friday, 13 March, 2020

Question Answer Deadline : Thursday, 5 March, 2020

Category : Professional, Consulting, Administrative or Management Support Services, Banking Services, Uncategorized

Country : USA

State : Minnesota

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