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Basic Information

Reference Number

0000181645

Issuing Organization

County of Wayne

Owner Organization

Retirement

Solicitation Type

RFP - Request for Proposal (Formal)

Solicitation Number

January 2018

Title

Defined Contribution Plan Investment Consultant

Source ID

PU.AG.USA.1914.C6035726

Details

Location

United States, Michigan, Wayne County

Delivery Point

Retirement

Purchase Type

Duration: 3 years
Option: Two additional one year periods

Piggyback Contract

Description

Soliciting proposals from qualified respondents that meet the Retirement Commission's minimum requirements, defined herein, and gather information to assist the Retirement Commission evaluate such professional services. The Retirement Commission is seeking an Investment Consultant that acknowledges its responsibilities as a fiduciary under Michigan Public Act 314 of 1965, as amended (Act 314), for its DC Plan, 401(a) only at this time. However, respondents should also have expertise and experience advising on 414(h), 3121, 457(b) and 401(a) voluntary after tax plans as well as be able to provide advice on Roth IRA and rollover accounts.

Dates

Publication

01/08/2018 01:15 PM EST

Question Acceptance Deadline

01/25/2018 03:00 PM EST

Questions are submitted online

Closing Date

02/01/2018 03:00 PM EST

Contact Information

Robert J. Grden

rgrden@waynecounty.com

Buyer Preferences, Guidelines & Requirements

Award Requirements

- All or None Award

Bid Submission Process

Bid Submission Type

Physical Bid Submission

Additional Bidding Instructions

Sealed Proposals must be delivered to Wayne County Employees' Retirement System (WCERS), Attn: Robert J. Grden, 28 W. Adams, Suite 1900, Detroit, Michigan 48226 by the listed deadline.