Retirement Plan Fiduciary Advisory Services

Overview

Financial, Legal, HR & Staffing

Texarkana, Texas, United StatesPosted 17 days agoDeadline: May 14th, 2026

Fit Score

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SUMMARY

The City of Texarkana, Texas is requesting proposals for fiduciary advisory services for its retirement plans, including compliance, investment, and plan design support.

KEY REQUIREMENTS

BUDGET

Estimate

$25,000 – $75,000

CONTRACT DURATION

36 months

TIMELINE

RFP Release Date: April 20th, 2026

Deadline for Questions: May 8th, 2026

Proposals Opening: May 14th, 2026

Contractor Selection: May 26th – June 12th, 2026

Contract Negotiations: June 15th – July 3rd, 2026

City Manager and Council Approval: August 10th, 2026

QUESTION DEADLINE

May 8th, 2026

Issuing Agency

City Of Texarkana

Organization overview and procurement intelligence available on paid plans.

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DESCRIPTION

The City of Texarkana, Texas seeks a qualified vendor to provide comprehensive retirement plan fiduciary advisory services. The selected firm will support the City's 457(b) Deferred Compensation Plan and 401(a) Defined Contribution Plan by delivering fiduciary governance and compliance guidance, investment services, and plan provider oversight.

Key responsibilities include assisting with plan design and strategy, ensuring compliance with fiduciary standards, providing participation education and financial wellness initiatives, and facilitating ongoing meetings and detailed reporting. The vendor will also manage transition and onboarding processes for any necessary plan changes or service enhancements.

All prospective bidders are required to submit questions by May 8, 2026.

Source attribution

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