Pension Plan Administration, Investment Advisory, Actuarial, and Custodial Services
Overview
Fit Score
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SUMMARY
KEY REQUIREMENTS
BUDGET
EstimateCONTRACT DURATION
TIMELINE
RFP Issued: April 9th, 2026
Deadline for Written Questions: April 22nd, 2026
Addendum Issued: April 24th, 2026
Proposal Submission Deadline: April 29th, 2026
Board Award: May 20th, 2026
Contract Start Date: July 1st, 2026
QUESTION DEADLINE
Issuing Agency
South Whitehall Township
Organization overview and procurement intelligence available on paid plans.
DESCRIPTION
The government authority in Lehigh, Pennsylvania is seeking a qualified vendor to deliver a comprehensive suite of services for its municipal pension plans. Required services include pension plan administration, investment advisory and fiduciary consulting, actuarial support (specifically for defined benefit plans), and custodial and trust services where proposed.
The selected vendor will be expected to provide high-quality fiduciary guidance, institutional-grade investment oversight, accurate actuarial and administrative services, as well as transparent reporting and performance measurement. Additional responsibilities include strong governance and compliance support, and assistance with state aid or Minimum Municipal Obligation (MMO) support services. All questions regarding this RFP must be submitted by April 22, 2026.
Source attribution
This Settle analysis is based on the issuing organization’s public RFP listing.