Investment Consultant Services
Overview
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SUMMARY
DESCRIPTION
A government authority in Las Vegas, Nevada is seeking a vendor to provide investment consultant services related to its retirement investment program. The engagement includes advising on plan design and operations, strategic goals, participant communications, and detailed investment education programs. The selected consultant is also expected to provide guidance on industry best practices for internal processes and plan service provider procedures, as well as education on relevant federal law and regulatory changes.
The scope also includes analysis of public sector industry and plan sponsor trends, evaluation of new investment products, and development of best practices for both internal and external service provider functions. Additional responsibilities include benchmarking plan design, services, and fees; recommending investment strategies aligned with the long-term needs and risk tolerances of plan participants; attending coordination meetings; reviewing submittals; responding to inquiries; and providing design clarifications.
The consultant may also be asked to provide training for committee members on fiduciary duties, regulatory developments, and other pertinent topics. Recordkeeping services, enrollment support, and communication services are also included within the stated scope. Questions are due by August 5, 2026.
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Frequently asked questions
- When is the submission deadline?
- Submissions are due August 20, 2026.
- Who is a good fit for this opportunity?
- Investment consulting firm with public sector retirement plan expertise
- Experience advising defined contribution or similar long-term investment programs
- Strong knowledge of fiduciary duties, federal regulations, and retirement plan compliance
- Capability to provide participant education, enrollment, and communication support
- Experience with fee benchmarking, plan design evaluation, and investment strategy development
- Ability to train oversight committees and support coordination meetings
- Familiarity with recordkeeping services and plan service provider oversight
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.