401(a) Plan Retirement Board Advisory Services

Overview

Financial, Legal, HR & Staffing

Fort Collins, Colorado, United StatesPosted 7 days agoDeadline: May 14th, 2026

Fit Score

Settle Intelligence

Settle helps teams find, evaluate, and respond to public RFPs. We continuously surface new opportunities, score them against your company strengths, and draft proposal responses so you can focus on the work that wins business.

SUMMARY

The Colorado government seeks advisory services for its county 401(a) retirement plan, including investment reviews, compliance oversight, and fiduciary training.

KEY REQUIREMENTS

Must have provided continuous retirement plan advisory services for a minimum of five years
Must have provided retirement plan advisory services for a minimum of three government clients during the previous five years (2021-2025)
Must be independent and licensed to practice in the State of Colorado
Must be a registered advisor with the SEC under the Investment Advisor Act of 1940
Must provide a copy of ADV Parts I and II currently on file with the SEC
Must carry insurance including Workers' Compensation, General Liability, Automobile Liability, Professional Liability/Errors & Omissions, and Network Security and Privacy Liability
Must be able to list Larimer County as an additional insured

BUDGET

Estimate

$50,000 – $150,000

CONTRACT DURATION

60 months

TIMELINE

Question deadline: May 6th, 2026

Deadline for submittals: May 14th, 2026

QUESTION DEADLINE

May 6th, 2026

Issuing Agency

Larimer County

Organization overview and procurement intelligence available on paid plans.

See Issuer Research

DESCRIPTION

A government authority in Colorado is seeking a qualified vendor to provide advisory services for its county's 401(a) contributory retirement plan. The selected firm will deliver advisory services at the 3(21) level, including attending investment meetings, comprehensive plan reviews, and providing recommendations. Annual comprehensive plan reviews will encompass evaluations of plan documents and fee structures. The advisor will counsel the 401(a) Retirement Board on agreements with the plan recordkeeper and perform due diligence in investment review and reporting.

Responsibilities also include assisting with the selection and ongoing monitoring of investment options within the plan menu, negotiating fee structures with plan platform providers, and refining and monitoring Investment Policy Statements (IPS). Additionally, the vendor will advise on, implement, and monitor employee education strategies, oversee plan services to participants, ensure plan compliance and reporting, and conduct annual fiduciary training for the Retirement Board. The contract is structured for a one-year term.

Source attribution

This Settle analysis is based on the issuing organization’s public RFP listing.