457(b) and HRA Plans Retirement Board Advisory Services

Overview

Financial, Legal, HR & Staffing

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

Fit Score

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SUMMARY

Colorado is seeking advisory services for its 457(b) and HRA VEBA retirement plans, including investment review, fee negotiation, and compliance oversight.

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 forms currently on file with the SEC
Must maintain insurance coverage as specified in the solicitation
Must not be suspended or debarred from federal procurement

BUDGET

Estimate

$50,000 – $150,000

CONTRACT DURATION

12 months

TIMELINE

Question deadline: May 6th, 2026

Submittal deadline: May 14th, 2026

QUESTION DEADLINE

May 6th, 2026

Issuing Agency

Larimer County

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DESCRIPTION

A government authority in Colorado is seeking a qualified vendor to provide advisory services for its deferred compensation 457(b) plan and post-employment health reimbursement account (VEBA trust) plan. The selected firm will attend in-person, bi-monthly investment meetings—estimated at four meetings per year—providing comprehensive reviews and prudent recommendations to maximize plan performance.

Responsibilities include conducting annual comprehensive plan reviews, advising the 457(b) Committee and HRA Board on their contractual agreements with vendors, performing investment diligence and reporting, as well as assisting with the selection, monitoring, and negotiation of investment options and provider fee structures. The firm will also help refine and monitor Investment Policy Statements (IPS), oversee employee education strategies, and provide ongoing oversight of plan services, compliance, and reporting. The contract period is for one year.

Source attribution

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