Investment Advisory Services - 457 and 401(a) Retirement Plans

The City of Clearwater, Florida is seeking experienced and qualified financial advisory firm(s) to provide investment advisory and consulting services for the city's 457 and 401(a) retirement plans. The successful firm(s) must demonstrate the highest level of ability to provide these services. The scope of work includes providing investment advisory services, monitoring and reporting on investment performance, making recommendations for plan design and investment changes, and other related consulting and advisory services. Proposals are due by 10:00 AM local time on April 12, 2023, and can be downloaded from the city's website along with any attachments and addenda. The RFP does not provide details on pricing terms, set asides, incumbents, funding requirements and sources, or other salient commercial information.

The RFP does not mention any set-aside designations or restrictions on the types of organizations that can respond. The document also does not list any incumbent vendors or current contractors, nor does it provide any information on existing infrastructure or technology that requires integration. While the RFP does not specify an award value or budget range, interested firms should review the detailed scope of services to determine the appropriate level of effort and pricing for their proposals.