Investment Advisory Services
Awarded State & local contract opportunity Posted
- Solicitation number
- 50072
- State
- Georgia
- Responses due
Opportunity facts
- Jurisdiction
- NIGP codes
- UNSPSC codes
- 64102003 Individual retirement account IRA, corporate
- 84121705 Market data
- 93141902 Rural investment services
- 84121700 Investment advice
- 64102001 Education savings account
- 64102007 Basic investment account
- 84101702 Debt reorganization
- 84121702 Investment policy
- 84131609 Employee assistance programs
- 84131605 Workmens insurance
Show all 24
- 64102004 Individual retirement account IRA, personal
- 64102005 Individual retirement account IRA, public sector
- 84101701 Debt negotiation
- 84121701 Investment advisers
- 84121703 Investment analysis
- 84121704 Investment agreements
- 64122305 Workers compensation insurance
- 64102000 Investment accounts
- 64102002 Health savings account
- 64102006 Simplified employee pension SEP account
- 64102008 Managed investment account
- 84101703 Debt servicing
- 93141805 Unemployment services
- 84131901 Workers' compensation insurance service
- Point of contact
-
- Markisa Davis mdavis@itsmarta.com (404) 848-4448
Opportunity details come from ssl.doas.state.ga.us. Updated .
About this opportunity
The Metropolitan Atlanta Rapid Transit Authority (MARTA) is requesting proposals for investment advisory services under RFP P50072, with proposals due April 15, 2022 at 2:00 p.m. at the MARTA Annex. The proponent must be qualified under the U.S. Securities and Exchange Commission to provide advisory services.
The scope covers investment advisory services for MARTA's Non-Represented Defined Contribution Plan and 457(b) Deferred Compensation Plan, including formulation of investment policy statements, investment advice, selection of managers and funds, performance management, assistance with investment management and record keeping, and support in developing and conducting additional RFPs.
A pre-proposal conference is scheduled for March 15, 2022 at 10:00 a.m. via WebEx at https://itsmarta.webex.com/itsmarta/onstage/g.php?MTID=edec9ffe2aaed22a9759aa08036787c82. Complete solicitation documents and details are available on MARTA's official bidding portal at https://martabid.marta.net/CurrentOpportunities.aspx, which supersedes all other posted information.
Opportunity text
DISCLAIMER: Details posted on MARTA's website supersede ALL details posted on this website. To download documents and view details visit us at https://martabid.marta.net/CurrentOpportunities.aspx Pre-Proposal Conference: 3/15/22 @ 10:00 am via WebEx: https://itsmarta.webex.com/itsmarta/onstage/g.php?MTID=edec9ffe2aaed22a9759aa08036787c82 Proposal Submittal: April 15, 2022 @ 2:00PM, MARTA Annex Contract No./Title: RFP P50072 Investment Advisory Services Description: The MARTA Non-Represented Defined Contribution Plan and 457(b) deferred Compensation Plan Trust Committee (the "Committee") is requesting a Proponent which is qualified under the U.S. Securities and Exchange Commission (SEC) to provide investment advisory services for the MARTA Non-Represented Defined Contribution Plan (the "DC Plan") and MARTA's 457(b) Deferred Compensation Plan (the "457(b) Plan", collectively referred to as the "Plans"). Required services shall include but are not limited to: formulation of investment policy statement; investment advice; selection of managers and funds; performance management; assistance in conducting investment management, record keeping, and assist in developing and conducting RFPs.
Files
| File | Type | Posted |
|---|---|---|
| Award Information | — |
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