RFP 1-2324_May_19_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 Plans. The Pension Committee is soliciting proposals from established investment advisory firms to provide fiduciary consulting services, with the selected firm responsible for offering objective advice and counsel on plan administration. The solicitation is open to all vendors, with proposals due by September 28, 2023, at 2:00 PM EDT. A vendor Q&A period will run from August 29, 2023, at 2:45 PM EDT through September 11, 2023, at 4:00 PM EDT. The contract period will begin immediately upon selection and continue for the current fiscal year.
The RFP does not specify an estimated total value or include any set-aside designations. Delivery terms are Free On Board Destination, with payment terms to be specified by the vendor. The primary contact for the solicitation is Joan Fain, who can be reached at 203-453-8015 or fainj@guilfordct.gov. The document provides no information about incumbent vendors or existing infrastructure. The key objective is to secure an investment advisory firm that can provide expert fiduciary guidance for the town's deferred compensation plans, with a focus on objective advice and strategic plan management.
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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 .