When is the submission deadline?

Submissions are due August 5, 2026. Questions must be submitted by July 3, 2026.

It was issued by Lafayette Parish School System. The work is located in Lafayette, Louisiana, United States.

Who is a good fit for this opportunity?

Experienced fiduciary investment advisory firm. Demonstrated history working with public sector 403(b) plans. Licensed and compliant with regulatory requirements. Ability to provide both investment consulting and administrative services. Presence or strong service capacity in Louisiana.

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Investment and Fiduciary Services

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Overview

Financial, Legal, HR & Staffing

Lafayette, Louisiana, United StatesPosted: June 18th, 2026Deadline: August 5th, 2026

Fit Score

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SUMMARY

Government entity in Lafayette, Louisiana is seeking an outsourced investment advisor to manage and provide consulting for its 403(b) plan, along with voluntary benefits and administrative support.

KEY REQUIREMENTS

Must be a qualified firm to serve as a discretionary outsourced investment advisor
Must serve in a fiduciary capacity and acknowledge fiduciary status in writing
Must be able to provide comprehensive investment consulting, advisory, and designated management services
Must be registered with a broker-dealer or the SEC or state agency as an RIA
Must be prepared to present to the Board Insurance Committee if selected as a finalist
Must be able to provide a sample investment policy statement
Must be able to provide a sample agreement
Must provide current insurance coverage for errors and omissions
Must be authorized to sign proposals and contracts on behalf of the firm

CONTRACT DURATION

60 months

TIMELINE

Advertisement of RFP: June 8th, 2026 – June 23rd, 2026

Deadline for Question Submissions: July 3rd, 2026

Deadline for Answers to Questions: July 15th, 2026

RFP Submission Deadline: August 5th, 2026

Finalists Notified: August 20th, 2026

Finalists' Presentations: September 2nd, 2026

Contract Awarded: September 10th, 2026

QUESTION DEADLINE

July 3rd, 2026

CONTACTS

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

Additional decision-makers and their departments

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Issuing Agency

Lafayette Parish School System

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DESCRIPTION

The government authority in Lafayette, Louisiana seeks a qualified vendor to provide voluntary benefits and administrative services. The selected firm will serve as the discretionary outsourced investment advisor for the authority's 403(b) defined contribution plan.

Responsibilities include delivering comprehensive investment consulting, advisory, and designated management services. The engagement requires firms with experience in fiduciary roles and proficiency in supporting public sector retirement plans.

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Frequently asked questions

When is the submission deadline?: Submissions are due August 5, 2026. Questions must be submitted by July 3, 2026.
Who issued this RFP?: It was issued by Lafayette Parish School System. The work is located in Lafayette, Louisiana, United States.
Who is a good fit for this opportunity?: Experienced fiduciary investment advisory firm
Demonstrated history working with public sector 403(b) plans
Licensed and compliant with regulatory requirements
Ability to provide both investment consulting and administrative services
Presence or strong service capacity in Louisiana

Analysis generated by Settle AI from the source RFP.

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