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Basic Information

Reference Number

0000205446

Issuing Organization

County of Ottawa

Solicitation Type

RFP - Request for Proposal (Formal)

Solicitation Number

19-10

Title

Retirement Plan Consulting Services

Source ID

PU.AG.USA.1187.C6055101

Details

Location

United States, Michigan, Ottawa County

Piggyback Contract

Description

Ottawa County is soliciting proposals from experienced, qualified retirement planning consultant(s) to conduct a comprehensive review and needs assessment of the County’s existing 401(a) and 457 retirement plans, providers, investment policies, objectives, and portfolio structure.

Dates

Publication

01/03/2019 09:08 AM EST

Question Acceptance Deadline

01/21/2019 05:00 PM EST

Questions are submitted online

Closing Date

01/30/2019 02:00 PM EST

Contact Information

Amy Bodbyl-Mast

616-738-4855

ambodbyl-mast@miottawa.org

Bid Submission Process

Bid Submission Type

Physical Bid Submission

Additional Bidding Instructions

Vendor responses shall include a summary of a proposed project Work Plan that identifies the tasks, milestones and a timeline for completion of the project objectives. The awarded Vendor shall act as a third-party consultant only and will not be eligible to respond to any requests for proposal (RFP) for retirement plan provider services as recommended in the proposed Work Plan.