Contribution Investment Plan Consultant Service
Overview
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
DESCRIPTION
The government authority in Denver, Colorado is seeking a consultant to provide contribution investment plan services. The selected consultant will conduct regular performance reviews of investment options, at least semi-annually and preferably quarterly, to ensure the plan meets its benchmarks and stated objectives. They will advise on the selection and evaluation of plan options, including selection, replacement, and initial analysis, as well as ongoing monitoring relative to peers and benchmarks.
The consultant may also offer value-added services such as assisting with negotiations for institutional pricing and favorable fee terms with investment managers. Additionally, the scope includes providing research on related investment topics to support the management of the contribution investment plan. The contract period is anticipated to be five years, and questions regarding the proposal must be submitted by March 4, 2026.
Source attribution
This Settle analysis is based on the issuing organization’s public RFP listing.