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The City of Mountlake Terrace is soliciting a professional investment advisory firm to provide fiduciary oversight, strategic guidance, and ongoing advisory services for its public sector defined contribution plans (401(a) and 457(b)). The firm will assess the current plan, benchmark performance and fees, recommend plan design changes, assist with provider RFPs and transitions, and provide fiduciary education and compliance support.
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
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Provide 457(b) Deferred Compensation and 401(a) Defined Contribution services to support the current investment structure for the New Jersey State Employees Deferred Compensation Plan (NJSEDCP) and the New Jersey Defined Contribution Retirement Program (NJDCRP).
Posted Date
Dec 8, 2025
Due Date
Feb 20, 2026
Release: Dec 8, 2025
Close: Feb 20, 2026
Provide 457(b) Deferred Compensation and 401(a) Defined Contribution services to support the current investment structure for the New Jersey State Employees Deferred Compensation Plan (NJSEDCP) and the New Jersey Defined Contribution Retirement Program (NJDCRP).
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Qualified firms to provide independent, professional investment advisory services. Assistance with review & development of investment policy & procedures; portfolio management & advisory services. See attached file for full scope.
Posted Date
Nov 12, 2025
Due Date
Dec 16, 2025
Release: Nov 12, 2025
Close: Dec 16, 2025
Qualified firms to provide independent, professional investment advisory services. Assistance with review & development of investment policy & procedures; portfolio management & advisory services. See attached file for full scope.
AvailableQualified investment consulting firms for the provision of advisory services for its investments.
Posted Date
Dec 8, 2025
Due Date
Jan 23, 2026
Release: Dec 8, 2025
Close: Jan 23, 2026
Qualified investment consulting firms for the provision of advisory services for its investments.
AvailableThe City of El Segundo is soliciting proposals for Investment Financial Advisory Services (RFP No. 25-06) to provide municipal investment/advisory services. The solicitation includes an attached RFQ/PDF and is administered by the City Clerk, Finance, and Treasury departments.
Posted Date
Nov 4, 2025
Due Date
Dec 16, 2025
Release: Nov 4, 2025
Close: Dec 16, 2025
The City of El Segundo is soliciting proposals for Investment Financial Advisory Services (RFP No. 25-06) to provide municipal investment/advisory services. The solicitation includes an attached RFQ/PDF and is administered by the City Clerk, Finance, and Treasury departments.
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