When is the submission deadline?

Submissions are due July 10, 2026. Questions must be submitted by June 23, 2026.

It was issued by Cherokee Nation. The work is located in Tahlequah, Oklahoma, United States.

Who is a good fit for this opportunity?

Experienced fiduciary consulting firm specializing in retirement plans. Proven track record advising public sector clients. Expertise in investment performance monitoring and vendor negotiations. Ability to provide responsive client support and contract review services.

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Overview

Financial, Legal, HR & Staffing

Tahlequah, Oklahoma, United StatesPosted: June 12th, 2026Deadline: July 10th, 2026

Fit Score

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SUMMARY

Seeking a fiduciary consultant to advise on retirement plans, investments, and vendor negotiations for a government authority in Tahlequah, Oklahoma.

KEY REQUIREMENTS

Must have at least 10 years of experience as a broker or consultant
Must have experience providing consulting services to at least three accounts with over 1,000 employees
Must hold all necessary applicable professional licenses and registrations required by law
Must provide proof of TERO certification for Indian preference
Must provide a certificate of insurance with specified coverage limits
Must be able to provide fiduciary services for 401k plan administration
Must agree to Cherokee Nation terms and conditions, including sovereign immunity provisions

CONTRACT DURATION

12 months

TIMELINE

Questions due by June 23rd, 2026.

Addendum issued by June 29th, 2026.

Proposals due by July 10th, 2026.

QUESTION DEADLINE

June 23rd, 2026

CONTACTS

Primary procurement contact — name, title, email, and phone

Additional decision-makers and their departments

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Issuing Agency

Cherokee Nation

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DESCRIPTION

The government authority in Tahlequah, Oklahoma seeks a vendor to provide fiduciary consulting services for its retirement plans. The selected advisor will serve as a fiduciary, advising on retirement plan structure, reviewing and recommending investments, and regularly monitoring investment performance.

Duties also include negotiating and managing plan expenses and fees with vendors, responding promptly to staff inquiries, assisting with vendor-related communications, and reviewing future retirement proposals upon request. The consultant will be responsible for providing contract reviews, recommendations, and ongoing support to the relevant committee on investment performance and selection.

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Frequently asked questions

When is the submission deadline?: Submissions are due July 10, 2026. Questions must be submitted by June 23, 2026.
Who issued this RFP?: It was issued by Cherokee Nation. The work is located in Tahlequah, Oklahoma, United States.
Who is a good fit for this opportunity?: Experienced fiduciary consulting firm specializing in retirement plans
Proven track record advising public sector clients
Expertise in investment performance monitoring and vendor negotiations
Ability to provide responsive client support and contract review services

Analysis generated by Settle AI from the source RFP.

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