Deferred Compensation Plan Investment and Advisory Consulting Services
Overview
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SUMMARY
KEY REQUIREMENTS
TIMELINE
Issuing Agency
Orange County Transportation Authority
DESCRIPTION
A government authority in California is seeking investment and advisory consulting services for its deferred compensation plan. The selected vendor will provide investment advisory support to help the deferred compensation plan committee fulfill its fiduciary responsibilities.
The available notice provides summary information only, and the main request for proposals document is not included. Additional specifications may be obtained by contacting the issuing authority by email.
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Frequently asked questions
- When is the submission deadline?
- Submissions are due September 15, 2026.
- Who issued this RFP?
- It was issued by Orange County Transportation Authority. The work is located in California, United States.
- Who is a good fit for this opportunity?
- Investment advisory firm specializing in deferred compensation and public-sector retirement plans
- Experience advising fiduciary committees and supporting plan governance
- Strong expertise in investment selection, monitoring, and performance evaluation
- Familiarity with governmental clients and applicable fiduciary requirements
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.