Retirement Plan Advisory Services

Overview

Financial, Legal, HR & Staffing

Philadelphia, Pennsylvania, United StatesPosted 16 days agoDeadline: June 5th, 2026

Fit Score

Settle Intelligence

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SUMMARY

Philadelphia government seeks an independent advisor for retirement plan management and fiduciary oversight.

KEY REQUIREMENTS

Must be an independent ERISA 3(38) fiduciary
Must provide advisory services for plans
Must provide education and guidance for plan participants
Must be able to provide bilingual education support in English and Spanish
Must submit one sealed copy and one electronic copy of the proposal

BUDGET

Estimate

$15,000 – $50,000

TIMELINE

Response Deadline: June 5th, 2026 at 1:00 p.m.

Proposal Opening: June 5th, 2026 at 1:00 p.m.

Issuing Agency

Chp Schools

Organization overview and procurement intelligence available on paid plans.

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DESCRIPTION

A government authority in Philadelphia, Pennsylvania is seeking a qualified vendor to provide retirement plan advisory services. The selected partner will be responsible for exercising independent fiduciary duties and offering expert advice regarding the management and oversight of retirement plans.

The agency is looking for an experienced advisory firm to support its retirement plan objectives, ensuring compliance and effective governance. The ideal provider will work closely with the authority to help maximize retirement outcomes and fulfill fiduciary responsibilities.

Source attribution

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