When is the submission deadline?

Submissions are due October 29, 2026. Questions must be submitted by October 20, 2026.

It was issued by Washington State Board For Community And Technical Colleges. The work is located in Olympia, Washington, United States.

Who is a good fit for this opportunity?

Independent retirement plan consulting and fiduciary advisory firm. Expertise in investment selection, monitoring, benchmarking, and reporting. Strong knowledge of retirement plan regulations and compliance requirements. Experience advising investment committees and public-sector organizations. Demonstrated ability to improve participant retirement readiness and outcomes.

Retirement Consultant Services (Due October 29, 2026)

Overview

Financial, Legal, HR & Staffing

Olympia, Washington, United StatesPosted: September 29, 2026Deadline: October 29, 2026

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SUMMARY

An Olympia, Washington government authority seeks an independent retirement plan consultant to provide fiduciary support, investment oversight, regulatory guidance, benchmarking, and participant retirement-readiness assistance.

KEY REQUIREMENTS

Must be licensed to conduct business in Washington State
Must be registered with the Washington State Department of Revenue
Must provide an Executive Summary signed by an authorized representative
Must provide proof of insurance as specified in Appendix B
Must provide full details of any Terminations for Default in the past five years
Must demonstrate experience with not-for-profit retirement plan clients
Must have Investment Advisory Representatives (IARs) on staff
Must agree to the terms and conditions in the proposed contract (Appendix B)

CONTRACT DURATION

60 months

TIMELINE

RFP issued: September 28th, 2026

Vendor Pre-proposal Teleconference: October 14th, 2026

Response to Pre-proposal Conference Questions Posted: October 16th, 2026

Final Vendor questions, comments, and complaints due: October 20th, 2026

Written responses to final Vendor questions, comments, and complaints: October 22nd, 2026

Vendor Responses and Client References due: October 29th, 2026

Evaluation of Responses: October 30th - November 6th, 2026

Optional Vendor Interviews: November 9th - 10th, 2026

Notification of Apparent Successful Vendor: November 12th, 2026

Vendor requests for debriefing due: November 17th, 2026

Optional Vendor debriefings: November 18th - 19th, 2026

QUESTION DEADLINE

October 20, 2026

CONTACTS

Primary procurement contact — name, title, email, and phone

Additional decision-makers and their departments

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Issuing Agency

Washington State Board For Community And Technical Colleges

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DESCRIPTION

The government authority in Olympia, Washington, seeks an independent retirement plan consulting firm to provide consulting and fiduciary support services. The consultant will serve as a trusted advisor to the retirement plan and investment review committee, helping ensure that the plan is administered in accordance with fiduciary best practices, applicable regulations, and organizational objectives for participant retirement readiness.

Services include investment selection and monitoring, fiduciary reporting and compliance, regulatory assistance, research-based benchmarking, consultation regarding proprietary and non-proprietary investment products, and support for ad hoc requests. The consultant will also help the organization keep current with regulatory changes and plan administration complexities, improve participant retirement outcomes, and address regulatory and compliance matters.

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Frequently asked questions

When is the submission deadline?: Submissions are due October 29, 2026. Questions must be submitted by October 20, 2026.
Who issued this RFP?: It was issued by Washington State Board For Community And Technical Colleges. The work is located in Olympia, Washington, United States.
Who is a good fit for this opportunity?: Independent retirement plan consulting and fiduciary advisory firm
Expertise in investment selection, monitoring, benchmarking, and reporting
Strong knowledge of retirement plan regulations and compliance requirements
Experience advising investment committees and public-sector organizations
Demonstrated ability to improve participant retirement readiness and outcomes

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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.

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