Employee Retirement Plan Investment Consulting and Management Services

The vendor is required to provide employee retirement plan investment consulting and management services on July 1, 2011 with the responsibility for overseeing all matters relating to the investment of the assets and administration of the plans.
- Investment consultant and manager will design a reporting framework that delivers timely and meaningful information to both parties.
- The investment manager, and not the committee or college, shall have discretionary authority and fiduciary responsibility to select, monitor, and replace the core funds.
- The fiduciary responsibility for selecting, evaluating, and monitoring the investment manager. 
- The committee shall be responsible for developing, reviewing, and revising investment policies for the plan(s); monitoring plan(s) fees; and providing participants with access to educational materials and other information regarding investment options under the plan(s).
- The investment consultant and manager on a quarterly basis to review the results from the prior quarter, acknowledge progress and achievements, and collaborate on action plans for areas requiring improvement.

- Contract Period/Term: 1 year
- Questions/Inquires Deadline: October 15, 2025