Consultant Services for Deferred Compensation Plans
Overview
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SUMMARY
DESCRIPTION
The government authority in Peoria, Arizona, is seeking a consultant to provide comprehensive services for its deferred compensation plans. The scope includes recordkeeping, participant enrollment, communications, and investment consulting for the General 457(b), Roth 457, 401(a), and Post-Employment Health Plan (PEHP) programs.
The consultant will conduct investment performance reviews twice annually and perform fund searches when needed. Additional responsibilities include developing service provider requests for proposals, analyzing submitted proposals, negotiating contracts, and providing transition services before the current contract or any extension expires.
Investment consulting services will be provided for the 457, 401(a), and Post-Employment Health Plan deferred compensation programs. Services will include both regularly scheduled activities and tasks performed on an as-needed basis.
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Frequently asked questions
- When is the submission deadline?
- Submissions are due September 14, 2026.
- Who is a good fit for this opportunity?
- Deferred compensation and retirement plan consulting firm
- Expertise with 457(b), Roth 457, 401(a), and post-employment health plans
- Experience providing investment performance reviews and fund searches
- Capability in service provider RFPs, proposal evaluation, contract negotiation, and transitions
- Proven experience serving government or public-sector plan sponsors
Analysis generated by Settle AI from the source RFP.
RFP Hunter shows what is open. Settle shows what is forming.
Settle pieces together buyer signals, budgets, contract activity, and the sources your team already monitors. See why an opportunity fits and what to do before the RFP posts.