X
X

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

RFP Expired

You can either pay for Single RFP/Bid document or Subscribe with Monthly Subscription for whole Auditing, Finance and Accounting Category/Categories.

If you will obtain monthly subscription for Auditing, Finance and Accountingcategory/categories, you will be able to access all the RFPs from that Category. Here are the Monthly Subscription offers. So, subscribe for Monthly offers and get rid of Individual RFP payment.

*No commitment =
(1) There is no minimum commitment.
(2) You can subscribe for as less as 1 month and cancel it any time. If you subscribe for annual offer, you can cancel it any time within year.
(3) There is no partial refund policy after Monthly or Annual subscription. You will be required to use services for a Month (Or Year since you have availed discounted pricing).
(4) You can cancel your subscription any-time directly from your PayPal account to stop further recurring charges before next due date.
(5) You will be able to download all RFPs for subscribed Category or Location without any extra cost.

Similar RFPs