BANKING-4704 - USA (Charleston, West Virginia) - Investment Consulting Services - Deadline November 16,2022

Product (RFP/RFQ/RFI/Solicitation/Tender/Bid Etc.) ID: BANKING-4704

Government Authority located in Charleston, West Virginia; USA based organization looking for expert vendor for investment consulting services.

[*] Budget: Looking for Proposals

[*] Scope of Service:

(1) Vendor needs to provide investment consulting services to the government authority located in Charleston, WV.
- The Plan is open to most state employees and those political subdivisions that elect to use the Plan. There are approximately 27,000 eligible state agency employees along with another 26,000 employees from counties, cities, and other political subdivisions
- The average participant account balance was $15,538 and 314 political subdivisions had adopted the Plan. The plan is currently distributing approximately 2,900 small balance inactive accounts, which will increase the average participant account balance but reduce the total number of participant accounts
- Vendor must have a minimum of two (2) public deferred compensation clients with assets of at least $250 million each.
(2) All the questions must be submitted no later than November 2, 2022.

[*] Eligibility:

Onshore (USA organization Only)

[*] Work Performance:

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

Expiry Date : Wednesday, 16 November, 2022

Question Answer Deadline : Wednesday, 2 November, 2022

Category : Banking Services

Country : USA

State : West Virginia

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