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Arkansas Tech University solicits fiduciary consulting services for its TIAA 403(b) and 457(b) retirement plans, accepting proposals for either a co‑fiduciary (ERISA 3(21)) or full discretionary (ERISA 3(38)) model. Required services include vendor/recordkeeper liaison, fee and contract review, investment oversight and IPS development, plan governance and fiduciary training, participant communication support, and Arkansas‑specific legal/regulatory guidance. Respondents must provide separate pricing and service descriptions for each model.
Starbridge can help you:
Pain points mentioned in board meetings and strategic plans
Instantly outline and draft all requirements
Bring in your USPs and exploit competitor gaps
Starbridge can help you:
Get ahead of RFPs — target accounts planning budget or ending contracts soon
Accounts with contract expirations, meetings mentioning your product, grants, budget changes and more
Starbridge.ai books 30 - 40% of leads into meetings
Seeking for fiduciary consulting services for atu retirement plans.
Posted Date
-
Due Date
Jan 2, 2026
Close: Jan 2, 2026
Seeking for fiduciary consulting services for atu retirement plans.
AvailableRequires fiduciary liability insurance and consulting services specifically the services of a specialty lines insurance broker that is both qualified and experienced in providing fiduciary liability. The term “experienced and qualified” refers to necessary industry expertise in fiduciary liability insurance. The consulting services includes expert training and consultative sessions to 401(k) Committee members. See attached file.
Posted Date
Dec 3, 2025
Due Date
Dec 15, 2025
Release: Dec 3, 2025
Close: Dec 15, 2025
Requires fiduciary liability insurance and consulting services specifically the services of a specialty lines insurance broker that is both qualified and experienced in providing fiduciary liability. The term “experienced and qualified” refers to necessary industry expertise in fiduciary liability insurance. The consulting services includes expert training and consultative sessions to 401(k) Committee members. See attached file.
Yakima County is soliciting proposals from experienced 457 fiduciary consulting firms to provide investment policy development, performance reporting and investment monitoring, fiduciary committee education and assistance, cost analysis and benchmarking, and review of provider contracts for the County's 457 Deferred Compensation Plans. The initial contract term is three years with options to extend for two additional years and the County prefers firms with at least 10 years’ experience and a dedicated account team.
Posted Date
Dec 4, 2025
Due Date
Jan 5, 2026
Release: Dec 4, 2025
Close: Jan 5, 2026
Yakima County is soliciting proposals from experienced 457 fiduciary consulting firms to provide investment policy development, performance reporting and investment monitoring, fiduciary committee education and assistance, cost analysis and benchmarking, and review of provider contracts for the County's 457 Deferred Compensation Plans. The initial contract term is three years with options to extend for two additional years and the County prefers firms with at least 10 years’ experience and a dedicated account team.
The Office of the Comptroller of the Currency (OCC) is seeking a contractor to provide fiduciary liability insurance and consulting services for its OCC and OTS 401(k) plans, including review of existing policies, quotes for at least $10M in coverage (potential ladder arrangements), Errors & Omissions coverage, and annual policy delivery. The contractor will also provide consulting and training for 401(k) Committee members, participate in quarterly committee meetings, and respond to inquiries within five business days. The Government intends to award a contract (base year plus four 12-month option years) via full and open competition.
Posted Date
Oct 24, 2025
Due Date
Dec 15, 2025
Release: Oct 24, 2025
Close: Dec 15, 2025
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The Office of the Comptroller of the Currency (OCC) is seeking a contractor to provide fiduciary liability insurance and consulting services for its OCC and OTS 401(k) plans, including review of existing policies, quotes for at least $10M in coverage (potential ladder arrangements), Errors & Omissions coverage, and annual policy delivery. The contractor will also provide consulting and training for 401(k) Committee members, participate in quarterly committee meetings, and respond to inquiries within five business days. The Government intends to award a contract (base year plus four 12-month option years) via full and open competition.