Open RFP

403(b) Plan Advisory/Retirement Plan Consulting (Request for Proposal)

Description: Seeks vendors to perform 403b plan advisory services, which may include quarterly, biannual, or annual committee meeting facilitation and documentation, compliance updates, investment policy and fund monitoring services, evaluation, recommendations for investment option offerings, and negotiations with investment recordkeepers under the universities 403b retirement plans. In addition, is looking to engage vendors for the optional services of: fee benchmarking studies general retirement plan consulting.

Released
Jul 23, 2026
Closes
Sep 10, 2026(32 days left)

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