When is the submission deadline?

Submissions are due August 28, 2026. Questions must be submitted by August 17, 2026.

It was issued by Washburn University. The work is located in Topeka, Kansas, United States.

Who is a good fit for this opportunity?

Investment advisory firm with experience serving government authorities or public-sector retirement plans. Expertise in investment menu design, asset allocation, and target date fund strategies. Proven capabilities in investment manager selection, monitoring, and replacement searches. Experience reviewing participant disclosures and negotiating with investment providers. Strong institutional research and macroeconomic analysis capabilities.

Investment Advisory Services (Due August 28, 2026)

Overview

Financial, Legal, HR & Staffing

Topeka, Kansas, United StatesPosted: August 1, 2026Deadline: August 28, 2026

Settle Signals

Market intelligence for public sector sales teams

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.

Learn more about Settle

SUMMARY

A Kansas government authority is seeking an investment advisor to oversee participant investment offerings, target date strategies, provider negotiations, disclosures, and market analysis. Questions are due August 17, 2026, with proposals due August 28, 2026.

KEY REQUIREMENTS

Must be a registered investment advisor with the SEC under the Investment Advisors Act of 1940
Must acknowledge fiduciary status in the rendering of investment advice for a fee
Must agree to fully indemnify and hold harmless the Plans for losses resulting from ordinary negligence, breach of agreement, breach of fiduciary duties, violation of law, or intentional misconduct
Must agree to Kansas governing law and exclusive forum in Kansas courts
Must provide proof of fiduciary insurance upon request
Must agree to provide direct and indirect compensation disclosures
Must accept payment of fees with Plan assets
Must be able to provide investment advisory services or discretionary investment management services
Must be able to attend four quarterly meetings a year, including at least one in-person at Washburn University if requested

CONTRACT DURATION

36 months

TIMELINE

RFP Issued: July 31st, 2026

Vendor Clarification Questions Due: August 17th, 2026

Proposals Due: August 28th, 2026

Finalists Selected: September 11th, 2026

Finalists On-site or Virtual Presentations: Week of September 21st, 2026

Advisor Selected: September 30th, 2026

QUESTION DEADLINE

August 17, 2026

Issuing Agency

Washburn University

Organization overview and procurement intelligence available on paid plans.

See Issuer Research

DESCRIPTION

A government authority in Kansas seeks investment advisory services to support the design, oversight, and management of participant investment offerings. The engagement will include advising on the number and types of available investment options and the asset classes represented.

The selected advisor will be responsible for selecting and monitoring investment offerings, investment vehicles, and managers used in target date strategies, including conducting replacement searches. Services will also include developing implementation and exit strategies for investment vehicles or customized target date fund strategies, reviewing participant investment-related disclosures, and assisting with negotiations involving investment providers.

The advisor will additionally provide summaries of recent market events and macroeconomic analysis. All questions must be submitted no later than August 17, 2026, and proposals are due August 28, 2026.

Similar RFPs

Frequently asked questions

When is the submission deadline?: Submissions are due August 28, 2026. Questions must be submitted by August 17, 2026.
Who issued this RFP?: It was issued by Washburn University. The work is located in Topeka, Kansas, United States.
Who is a good fit for this opportunity?: Investment advisory firm with experience serving government authorities or public-sector retirement plans
Expertise in investment menu design, asset allocation, and target date fund strategies
Proven capabilities in investment manager selection, monitoring, and replacement searches
Experience reviewing participant disclosures and negotiating with investment providers
Strong institutional research and macroeconomic analysis capabilities

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.

See how Settle works