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 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.
Product Code: 91840
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Issuing Agency: Colorado Mesa University/IPT
Agency Type: State and Local
Contact: Suzanne Ellinwood Purchasing Office, 1260 Kennedy Avenue, Grand Junction, Colorado, 81501