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A government agency in California issued “Fiduciary Advisory Services” (RFP). Solicitation MGT-1209 closed on September 28, 2026. Eligibility: Only for USA Organization. Submissions via Online Portal.
The Vendor is required to provide fiduciary advisory services for include:
• Analyze and make recommendations regarding investment plan performance, participant costs, plan and investment management, investment option selection, plan design, and the format and content of materials submitted by service providers.
• Prepare comprehensive quarterly investment performance and monitoring reports for all plans to be presented at district meetings. Reports shall include an assessment of each investment option using the proposer's established quantitative and qualitative monitoring criteria and clearly identify investments that are performing satisfactorily, warrant heightened monitoring, or may warrant further review for potential replacement.
• Attend quarterly on-site district meetings, providing fiduciary stakeholder education, regulatory, legislative & industry best practices updates, watch list review, documentation of meeting minutes, along with monitoring fiduciary compliance.
• Compilation of district meeting agendas in collaboration with the plan administrator, ensuring timely dissemination prior to quarterly district meetings and ensuring old business matters are addressed, as appropriate.
• Recommend fund mapping strategies, when applicable.
• Monitor and evaluate the performance of plan record-keepers.
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 (MGT-1209) closed on September 28, 2026. See similar open RFPs below.
A government agency in California. The buyer's contact and submission details are in the solicitation documents.
Only for USA Organization.
Submissions are accepted via Online Portal. Follow the instructions in the solicitation documents.
Contract term: 5 years.
Questions and inquiries must be submitted by September 9, 2026.
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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