Retirement Plan Investment Advisory Services
Overview
Fit Score
Settle Intelligence
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SUMMARY
KEY REQUIREMENTS
BUDGET
EstimateCONTRACT DURATION
TIMELINE
Date Issued: March 6th, 2026
Last Date for Questions: March 18th, 2026 at 2:00 PM Central Time
Proposal Due Date: April 1st, 2026 at 2:00 PM Central Time
Anticipated Approval by the Board: May 2026
QUESTION DEADLINE
Issuing Agency
Opportunity Home San Antonio
Organization overview and procurement intelligence available on paid plans.
DESCRIPTION
The government authority in San Antonio, Texas is seeking a qualified vendor to provide retirement plan investment advisory services for the housing authority's city employee money purchase pension plan and trust. The selected advisor will furnish strategic counsel on asset allocation strategies designed to optimize investment returns while effectively managing risk to support plan objectives.
Key responsibilities include maintaining regular communication with the committee by meeting at least quarterly, ensuring the best interests of plan participants by negotiating money market manager fees, and developing and distributing clear and informative educational materials. The advisor is also expected to collaborate in formulating and maintaining a prudent asset allocation strategy aimed at achieving a reasonable risk-adjusted rate of return for plan assets.
The contract term for these services will be one year. All questions regarding the RFP must be submitted by March 18, 2026.
Source attribution
This Settle analysis is based on the issuing organization’s public RFP listing.