RFP 1-2324_May_5_25_solicitation_doc.pdf
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- Solicitation number
- RFP 1-2324
- Issued by
- New Haven County, Connecticut
About this file
This document is a Request for Proposal (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 objective of obtaining expert guidance on plan administration. The solicitation was released on August 29, 2023, with proposals due by September 28, 2023, at 2:00 PM EDT. A vendor Q&A period is scheduled from August 29, 2023, at 2:45 PM EDT through September 11, 2023, at 4:00 PM EDT. The contract will commence immediately upon selection and continue for the current fiscal year, with the selected firm expected to serve as a fiduciary advisor providing objective counsel on the town's retirement plans.
The RFP is open to all vendors, with no specific set-asides or restrictions mentioned. Delivery terms are specified as Free On Board Destination, and payment terms will be vendor-specified. The solicitation does not disclose an estimated total contract value or provide information about incumbent vendors. Interested firms should contact Joan Fain at the Town of Guilford (31 Park Street, Guilford, CT 06437) for any questions. The primary focus is on selecting an investment advisory firm capable of providing comprehensive, objective advice for managing the town's deferred compensation plans, with an emphasis on fiduciary oversight and strategic plan administration.
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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 .