RFP HunterSettle helps teams find, evaluate, and respond to public RFPs.

Pension Fund Investment and Trustee Services

Overview

Financial, Legal, HR & Staffing

Rochester, New York, United StatesPosted about 1 month agoDeadline: May 1st, 2026

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

A Rochester-based authority seeks a provider for pension fund investment advisory and trustee services for two non-union employee plans over a five-year contract.

KEY REQUIREMENTS

Must be a qualified vendor to provide pension fund investment advisory and trustee services
Must register on the RTS Supplier Portal to view event documents and submit responses
Must submit proposals by the specified deadline
Must comply with all terms and conditions of the event

BUDGET

Estimate

$250,000 – $750,000

CONTRACT DURATION

60 months

TIMELINE

Files available: April 3rd, 2026

Due date: May 1st, 2026

Issuing Agency

Rochester-Genesee Reg. Transportation Authority

Organization overview and procurement intelligence available on paid plans.

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DESCRIPTION

A government authority in Rochester, New York is seeking a qualified vendor to provide pension fund investment advisory and trustee services. The scope of work encompasses oversight and management of two pension plans sponsored by the Authority for its non-union employees.

The initial contract period is for five years. Selected firms will be expected to ensure prudent investment strategies, fiduciary oversight, and comprehensive trustee support for the Authority’s pension funds.

Source attribution

This Settle analysis is based on the issuing organization’s public RFP listing.