Investment Consulting Services for the Milwaukee County Deferred Compensation Plan
Closed State & local contract opportunity Posted
- Solicitation number
- RFP-2026-010
- State
- Wisconsin
- Responses due
Opportunity facts
- Jurisdictions
- NIGP codes
Opportunity details come from countymilwaukee.bonfirehub.com. Updated .
About this opportunity
Milwaukee County's Select Committee on Deferred Compensation is requesting proposals for investment consulting services to the Milwaukee County Deferred Compensation Plan, a Section 457 plan with approximately 5,848 active participants and $468.7 million in assets as of June 30, 2026, with proposals due October 6, 2026.
The selected firm will serve as an agent of the Select Committee, which comprises five members representing the executive and legislative branches of government and the Corporation Counsel's Office. The Select Committee operates on behalf of Milwaukee County and holds sole oversight responsibility for the Plan. The Plan Administrator is Empower Retirement Services, operating under contract with the County.
The scope encompasses investment consulting services aligned with Section 457 of the Internal Revenue Code, the Plan's governing contract, applicable law, and Select Committee rules. The source does not specify estimated contract value, contract term, evaluation criteria, a timeline for questions or pre-proposal meetings, or incumbent consultant information. Questions due date and proposal submission instructions are not provided in the available source material.
Opportunity text
You are invited to submit a proposal to provide investment consulting services to the Milwaukee County Deferred Compensation Plan ("Plan") which is governed by Section 457 of the Internal Revenue Code. The County contracts with Empower Retirement Services, the Plan Administrator, to administer the Plan in accordance with the contract, the law, and the rules set forth by the Milwaukee County Select Committee on Deferred Compensation ("Select Committee"). The selected firm will be an agent of the Select Committee. Oversight of the Plan is the sole responsibility of the Select Committee, which comprises five members representing the executive and legislative branches of government and the Corporation Counsel's Office. The Select Committee, operating on behalf of Milwaukee County, shall be collectively referred to as the "Entities" herein. There are approximately 5,848 active participants enrolled in the Plan with total assets of approximately $468.7 million as of June 30, 2026.
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