Posted Date : May 04,2022
Product (RFP/RFQ/RFI/Solicitation/Tender/Bid Etc.) ID : BANKING-4233
Government Authority located in Rhode Island; USA based organization looking for expert vendor for investment advisor services.
[A] Budget: Looking for Proposals
[B] Scope of Service:
(1) Vendor needs to provide investment advisor services to the government authority located in Rhode Island.
- Employee education regarding investments, enrollment, the development of education materials and retirement planning. Please include the number of individual meetings with plan members per year and provide samples of the specific format for providing feedback.
- Investment Committee Interaction
- Meeting Frequency, minutes and presentation materials
- Investment Policy Review and means for ensuring compliance
- Tools for evaluating investment performance and criteria to be used as the basis for proposed fund changes
- Performance benchmarking method
- Fiduciary training and education programs
(2) All question must be submitted no later than May 12, 2022.
[C] Eligibility:
- Onshore (USA Organization Only);
[D] Work Performance:
Performance of the work will be Offsite. Vendor needs to carry work in their office location.
Budget :
Deadline to Submit Proposals: May 26,2022
Cost to Download This RFP/RFQ/RFI/Solicitation/Tender/Bid Document : 5 US$
Product (RFP/RFQ/RFI/Solicitation/Tender/Bid Etc.) ID : BANKING-4233
Government Authority located in Rhode Island; USA based organization looking for expert vendor for investment advisor services.
[A] Budget: Looking for Proposals
[B] Scope of Service:
(1) Vendor needs to provide investment advisor services to the government authority located in Rhode Island.
- Employee education regarding investments, enrollment, the development of education materials and retirement planning. Please include the number of individual meetings with plan members per year and provide samples of the specific format for providing feedback.
- Investment Committee Interaction
- Meeting Frequency, minutes and presentation materials
- Investment Policy Review and means for ensuring compliance
- Tools for evaluating investment performance and criteria to be used as the basis for proposed fund changes
- Performance benchmarking method
- Fiduciary training and education programs
(2) All question must be submitted no later than May 12, 2022.
[C] Eligibility:
- Onshore (USA Organization Only);
[D] Work Performance:
Performance of the work will be Offsite. Vendor needs to carry work in their office location.
Budget :
Deadline to Submit Proposals: May 26,2022
Cost to Download This RFP/RFQ/RFI/Solicitation/Tender/Bid Document : 5 US$