RFP 1-2324_Jan_6_25_solicitation_doc.pdf
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- Solicitation number
- RFP 1-2324
- Issued by
- New Haven County, Connecticut
About this file
This is a solicitation document (RFP 1-2324) from the Town of Guilford, Connecticut, seeking investment advisory services for the Town's Deferred Compensation 401a and 457b Plans. The selected firm will serve as a fiduciary to the Pension Committee, providing objective advice and counsel regarding plan administration. The RFP opens on August 29, 2023, at 2:30 PM EDT and closes on September 28, 2023, at 2:00 PM EDT. The vendor Q&A period runs from August 29, 2023, at 2:45 PM EDT until September 11, 2023, at 4:00 PM EDT. The contract period will begin immediately upon selection for the current fiscal year.
The delivery terms are specified as Free On Board Destination, with vendor-specified payment terms. The RFP is open to all vendors, and interested parties can contact Joan Fain at the Town of Guilford for questions. Two documents are referenced: the main RFP document and Addendum No. 1, though their specific contents are not detailed in this file. No estimated total value is provided in the solicitation document.
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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 .