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A government agency in Georgia issued “Retirement Services” (RFP). Solicitation HRE-0256 closed on October 2, 2025. Eligibility: Only for USA Organization.
The Vendor is required to provide to serve as the retirement services advisor for the city’s 401(a) and 457(b) retirement plans.
- Provide ongoing advisory services, which include, but are not limited to, comprehensive plan consulting and fiduciary support in accordance with ERISA 3(21) Co-Fiduciary standards.
- Plan Level Services
• Review of current plan design and architecture
• Investment policy review and recommendations
• Assignment of a lead retirement consultant/advisor
• Annual calendar of retirement education and meetings
• Provide a progress report on investments
• Produce all meeting presentations and agenda items
• Provide fiduciary education to plan level sponsor
• Lead the Retirement Advisory Committee meetings and take minutes (quarterly)
• Vendor contract negotiations
• Plan document and contract review and advice
• Peer/Industry Benchmarking and analysis
• Regulatory compliance and plan governance
• Recordkeeper fee review annually
• Recordkeeper searches as needed
• 15.Client references
• 16.Dedicated financial advisors assigned for continuity
- Individual/Employee Level Services:
• Enrollment assistance with expertise in a non-technological workforce
• Assist participants in accessing account information and navigating websites
• Provide fiduciary advice (not just education)
• Investment diversification recommendations with no sales benefit/commission to consultant
• Provide one-on-one meetings multiple days per year in person to Participants
• Provide a number to call to speak to Financial Advisers to support employees with these fiduciary.
- Contract Period/Term: 1 year
- Non-mandatory Pre-Proposal Conference Date: September 15, 2025
- Questions/Inquires Deadline: September 18, 2025
Ask any question about the RFP and its amendments. Instantly surface schedules, deliverables, compliance items, evaluation criteria, and budget details with 100% source-backed answers.
Quick answers about deadlines, eligibility and submission for this solicitation.
No. This opportunity (HRE-0256) closed on October 2, 2025. See similar open RFPs below.
A government agency in Georgia. The buyer's contact and submission details are in the solicitation documents.
Only for USA Organization.
Contract term: 1 year.
Yes: Non-mandatory on September 15, 2025.
Questions and inquiries must be submitted by September 18, 2025.
Yes. After purchase, with a subscription or during a free trial, the RFPPlanet AI Assistant answers questions sourced from this RFP’s documents, such as requirements, evaluation criteria and key dates.
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