Government Contract | Georgia
SUPPLEMENTAL PENSION RETIREMENT PLAN CONSULTING AND INVESTMENT ADVISORY SERVICES

Bid Information


Bid Alert No: 00000464123

Bid Title: SUPPLEMENTAL PENSION RETIREMENT PLAN CONSULTING AND INVESTMENT ADVISORY SERVICES

Agency Bid No. Title: RFP-16-038433

Received Date: 01/20/2016

Close Date: 02/05/2016

Purchase Type: Not Stated

Delivery Point: Marietta, Georgia

Delivery Date: Not Stated

Specifications

Specifications include, but are not limited to:The City of Marietta, Georgia, Pension Board is seeking proposals from firms qualified under the U.S. Securities and Exchange Commission (SEC) to provide consulting and investment advisory services for the City of Marietta Supplemental Pension Plan. Required services shall include, but are not limited to, the following: Serving in the capacity of a 3(21) fiduciary Provision and maintenance of an Investment Policy Statement Investment monitoring and reporting Recommendations for replacement or additional investment managers and funds Provision of monthly investment performance reports to Pension Board Members On-site presentation of quarterly investment updates at Pension Board Meetings On-site participation in special called meetings as needed Acting as a liaison to facilitate the plan service provider relationship Periodic plan cost benchmarking Supporting plan service provider searches as needed Providing education support to plan participants in group and individual sessions.

Bid Related Documents

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Bid Related Attachments

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Amendments

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Product Code: 94656

Agency Information


Issuing Agency: City of Marietta

State: Georgia

Agency Type: State and Local

Contact: City Hall, 205 Lawrence Street, Marietta, Georgia, 30060

Phone: 770-794-5548

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