INVESTMENT CONSULTANT-457 DEFERRED COMP PLAN
The Bureau of Financial Services (the Bureau) is seeking proposals from consulting firms or teams with demonstrated experience in 457 Deferred Compensation Plans, including plan administration, recordkeeping, investment options selection and monitoring, trustee/fiduciary education and advice, and service contract review. The Bureau proposes to engage the consultant for ongoing services relating to various aspects of the Citys 457 Deferred Compensation Plan (Plan) including but not limited to: the review of current Plan fund performance information relative to the City's Investment Policy Statement (IPS); education and fiduciary training services; review of current service contracts to identify needed revisions and/or areas of non-compliance as well as other related services as requested by the City.
