ACCT-7898 - USA (Tempe, Arizona) - Participant Financial Advisory Services - Deadline October 30,2019

Product (RFP/RFQ/RFI/Solicitation/Tender/Bid Etc.) ID: ACCT-7898

Government Authority located in Tempe, Arizona; USA based organization looking for expert vendor for participant financial advisory services.

[A] Budget: Looking for Proposals

[B] Scope of Service:

(1) Vendor needs to provide participant financial advisory services to the government authority located in Tempe, AZ.
- Participant advisor shall advise such participants concerning their investment allocations within the plan
- Participant advisor will supplement the current plan provider, nationwide, in marketing enrollment and education
- Participant advisor will provide assistance and support to members of the defined contribution plans committee, counseling and guidance on pension system plans, face-to-face meetings with investment advisers, customized worksite education seminars and classes, specific investment recommendations on core line-up selection, electronic newsletters and investment alerts when applicable
- Analysing the overall efficiency, competitiveness and appropriateness of the advisory services offered
- Evaluating current advisory pricing structures to confirm the most competitive fees are offered to city participants
- Ensuring that the working relationship between the advisory services provider, current record keeper, key city staff, and the deferred compensation plan committee is efficient and consistent.
(2) All questions must be submitted no later than October 22, 2019.
(3) The term of the contract 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 : Wednesday, 30 October, 2019

Question Answer Deadline : Tuesday, 22 October, 2019

Category : Auditing, Finance and Accounting

Country : USA

State : Arizona

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