Investment Consultant Services
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
KEY REQUIREMENTS
BUDGET
EstimateCONTRACT DURATION
TIMELINE
Proposals must be submitted by April 9th, 2026, at 12:00 P.M.
Finalists will be interviewed in March and/or April 2026.
Award is expected within 60 days of the proposal due date.
Issuing Agency
Lexington Contributory Retirement System
Organization overview and procurement intelligence available on paid plans.
DESCRIPTION
The government authority in Massachusetts is seeking a vendor to provide investment consultant services. The scope of work includes advising on a defined benefit retirement plan tailored for the employees of the town.
The selected consultant will be expected to offer expertise in managing and optimizing retirement plan investments to ensure long-term stability and compliance with relevant regulations. Firms with experience working with municipal clients and knowledge of public retirement systems are preferred.
Source attribution
This Settle analysis is based on the issuing organization’s public RFP listing.