11224 - Retirement Investment Advisor Services

It is the intent of Southwest Key Programs, Inc. (“SWK”) to solicit proposals from a qualified and experienced retirement investment advisory firm to handle the company’s retirement plan advisory services to minimize investment cost, improve operational efficiency, and maximize investment capabilities.The intent of this RFP issued by Southwest Key Programs (SWK) is to solicit proposals from a qualified retirement investment advisory firm. SWK aims to recruit a leading retirement advisory firm to provide comprehensive and cost-effective advisory services to the retirement plan committee, and plan administrators. These services should prioritize plan advisory and compliance with regulations. RFP seeks a long-term partnership with a firm capable of providing reliability, earnings capability, experience, and industry knowledge. The firm must be able to show evidence of effective administration while managing costs effectively.