Pension Investment Management and Custodial Services
Overview
Fit Score
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SUMMARY
DESCRIPTION
The government authority in Harrisburg, Pennsylvania is seeking a vendor to provide comprehensive pension investment management and custodial services. The selected firm will be responsible for the custody and safekeeping of all investments, settling trades, and collecting and reinvesting all interest, dividends, and capital gains within the portfolios. In addition, detailed year-end reports must be prepared and submitted, outlining all payments made to retirees, beneficiaries, and terminated participants.
The successful provider will offer access to an investment manager serving as the primary contact for the plan administrator or committee members, act as the plans’ corporate trustee and fiduciary, and collaborate closely with investment managers. The scope includes managing two pension portfolios, assisting the pension committee in periodic reviews of the plan's Investment Policy Statement (IPS), and delivering comprehensive custodial and trustee services.
All questions regarding the proposal must be submitted by July 31, 2026. The contract will cover a five-year period.
Similar RFPs
Frequently asked questions
- When is the submission deadline?
- Submissions are due August 7, 2026.
- Who is a good fit for this opportunity?
- Extensive experience in pension investment management and custodial services
- Recognized as a corporate fiduciary with trustee experience
- Proven track record of managing public sector or government retirement portfolios
- Ability to provide dedicated investment manager contacts
- Capability to generate detailed financial and compliance reports
Analysis generated by Settle AI from the source RFP.
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