RFP 1-2324_Apr_14_25_solicitation_doc.pdf
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- Solicitation number
- RFP 1-2324
- Issued by
- New Haven County, Connecticut
About this file
The document is a Request for Proposals (RFP 1-2324) issued by the Town of Guilford, Connecticut, seeking Deferred Compensation Investment Advisory Services for its 401a and 457b retirement plans. The Pension Committee is soliciting proposals from established investment advisory firms to serve as a fiduciary consultant, providing objective advice and counsel on plan administration. The solicitation was released on August 29, 2023, with a proposal submission deadline of September 28, 2023, at 2:00 PM EDT. A vendor Q&A period is scheduled from August 29, 2023, at 2:45 PM EDT to September 11, 2023, at 4:00 PM EDT. The contract will begin immediately upon selection and cover the current fiscal year, with the selected firm responsible for providing expert guidance on plan management and investment strategies.
The RFP is open to all vendors, with no specific set-aside designations or restrictions on responding organizations. Delivery terms are defined as Free On Board Destination, and payment terms will be vendor-specified. The estimated total contract value is not disclosed in the documentation. Interested firms should contact Joan Fain at the Town of Guilford (31 Park Street, Guilford, CT 06437) for any questions. The primary selection criteria appear to focus on the firm's ability to provide objective, expert fiduciary advice and counsel for the town's deferred compensation plans, with an emphasis on professional expertise in managing 401a and 457b retirement plans.
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Text version
Solicitation Number: RFP 1-2324
Deferred Compensation investment Advisory Services
Invitation to Bid (ITB)
Guilford, Town of
August 29, 2023 - September 28, 2023
Page:2
General Header Information
This bid has no questions defined.
RFP 1-2324
No. RFP 1-2324 Title: Deferred Compensation investment Advisory Services Start Date: August 29, 2023 at 2:30:00 PM EDT End Date: September 28, 2023 at 2:00:00 PM EDT Vendor Q&A Start Date: August 29, 2023 at 2:45:00 PM EDT Vendor Q&A End Date: September 11, 2023 at 4:00:00 PM EDT Estimated Total Value:
Who can respond to this bid? : All Vendors Description: The Pension Committee of the Town of Guilford is soliciting proposals from established investment advisory firms to provide expertise on a consultant basis for the Town's Deferred Compensation 401a and 457b Plans. The firm will serve as fiduciary to the Committee to provide objective advice and counsel re the administration of each of the Plans.
The contract period will begin immediately upon selection, for the current fiscal year.
Delivery Terms: Free On Board Destination Payment Terms: Vendor Specified Contact Information: Guilford, Town of
Joan Fain 31 Park Street Guilford, CT 06437 United States Tel: 203-453-8015 fainj@guilfordct.gov
Contact Details: If you have any questions, please contact:
Joan Fain 31 Park Street Guilford, CT 06437 United States Tel: 203-453-8015 fainj@guilfordct.gov
Selected Categories:
Page:3
Documents:
RFP 1-2324 Deferred Compensation Investment Advisory Services.pdf
Addendum No. 1 RFP 1-2324 Deferred Compensation Investment Services.pdf
Page:4
Item Specifications Solicitation has been designated as having no line items.
Page:5
File details come from the government source that posted it. Updated .