Benefit Plans Investment Advisory Services

Overview

Financial, Legal, HR & Staffing

Oregon, United StatesPosted about 1 month agoDeadline: April 27th, 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

A government authority in Oregon seeks an investment advisor for defined benefit plans for a one-year contract.

KEY REQUIREMENTS

Must be a qualified firm
Must upload technical proposal
Must upload proposal forms
Must upload proposal price form
Must be registered to do business in the State of Oregon

BUDGET

Estimate

$100,000 – $500,000

TIMELINE

Open: April 6th, 2026

Close: April 27th, 2026

Issuing Agency

Trimet

Organization overview and procurement intelligence available on paid plans.

See Issuer Research

DESCRIPTION

The government authority located in Oregon is seeking a qualified vendor to provide defined benefit plans investment advisory services. The provider will support the oversight, management, and strategic direction of the authority’s benefit plan investments, ensuring compliance with applicable regulations and prudent management of plan assets.

The contract period for these services will be for one year. Interested parties should demonstrate expertise in investment advisory specific to defined benefit plans for public sector clients.

Source attribution

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