Retirement Plan Investment Review Services
Overview
Fit Score
Settle Intelligence
Settle helps teams find, evaluate, and respond to public RFPs. We continuously surface new opportunities, score them against your company strengths, and draft proposal responses so you can focus on the work that wins business.
SUMMARY
KEY REQUIREMENTS
BUDGET
EstimateTIMELINE
RFP Publication: March 16th, 2026
Vendor question submission deadline: March 25th, 2026
Responses to vendor questions: March 27th, 2026
Proposal Submission Deadline: April 6th, 2026
Virtual presentation for potential vendors: April 2026
Anticipated date of vendor selection: April-May 2026
Length of award: One-time engagement
QUESTION DEADLINE
Issuing Agency
Ferris State University
Organization overview and procurement intelligence available on paid plans.
DESCRIPTION
The government authority in Big Rapids, Michigan is seeking a vendor to conduct a comprehensive investment review of all retirement plan investment options. The selected firm will be responsible for evaluating investment performance, risk, fees, and benchmarking of the current portfolio.
Additionally, the vendor must assess compliance with the organization's human resources policies, procedures, and applicable board of trustee policies. Recommendations for changes or replacements to investment options should be provided as necessary. The scope of work also includes benchmarking plan fees and expenses, assisting with updates to the investment policy statement, participating in investment review committee meetings, and advising on best practices for fiduciary governance.
All questions related to this RFP must be submitted by March 25, 2026. The initial contract period is set for one year.
Source attribution
This Settle analysis is based on the issuing organization’s public RFP listing.