Government Contract | Colorado
Retirement Planning Consulting Services

Bid Information


Bid Alert No: 00002060393

Bid Title: Retirement Planning Consulting Services

Agency Bid No. Title: CMU-20-2669

Received Date: 02/14/2020

Close Date: 02/26/2020

Purchase Type: Not Stated

Delivery Point: Colorado Mesa University, Grand Junction, Colorado

Delivery Date: Not Stated

Special Notices: Questions Due By 02/19/2020 10:00 AM

Specifications

Specifications include, but are not limited to: Investment Policy Statement: Assist Client with periodic review and updates to the PlanInvestment Policy Statement (IPS).Plan Administration. Monitor, recommend and educate the Client in relation to plan changesneeded to address employee needs, regulatory changes, administrative requirements or bestpractices.Qualified Default Investment Alternative Assistance. Assist Client with selecting investmentproducts or managed accounts offered by third parties in connection with the definition of aqualified Default Investment Alternative (QDIA), as needed.

Bid Related Documents

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Amendments

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Product Code: 91840

Agency Information


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Issuing Agency: Colorado Mesa University/IPT

State: Colorado

Agency Type: State and Local

Contact: Suzanne Ellinwood Purchasing Office, 1260 Kennedy Avenue, Grand Junction, Colorado, 81501

Phone: 970-248-1337

Email: sellinwo@coloradomesa.edu

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