Search results for: investment review

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  • ORP and 403b Investment Review

    Type : Bid Notification

    Due : 25 Jul, 2023 (8 months ago)
    Posted : 9 months ago
    Started : 16 Jun, 2023 (9 months ago)

    Review services, review of vendor fees, performance of investments, a plan document review, and general provisions of plan operation as well as assist in reviewing recordkeeping and deficiencies and recommendation of investments.

    From: Texas (State)

  • ORP and 403b Investment Review

    Type : Bid Notification

    Due : 25 Jul, 2023 (8 months ago)
    Posted : 9 months ago
    Started : 01 Jan, 2023 (15 months ago)

    TWU is seeking Proposals from one or more responsive and responsible Proposer(s) for licensed vendors to perform ORP & 403b Investment Review services, review of vendor fees, performance of investments, a plan document review, and general provisions of plan operation as well as assist in reviewing recordkeeping and deficiencies and recommendation of investments. Vendor must also be well versed in IRS Secure Act 2.0.

    From: Texas (State)

  • ARPA Investment Compliance Review

    Type : Bid Notification

    Due : 09 Jun, 2022 (21 months ago)
    Posted : 22 months ago
    Started : 16 May, 2022 (22 months ago)

    Bid Status Details for ARPA Investment Compliance Review GSS22906-REVIEW Solicitation Ad Date 5/16/2022 Deadline for Bid Responses 6/9/2022 at 3:00 PM Local Time Contact Information courtney.mccarty@delaware.gov Supporting Bid Documents RFP - Professional Services Appendix C Appendix D Appendix E Addendum 1 Back To Bids

    From: Delaware (State)

  • Retirement Plan Investment Advisor

    Type : Bid Notification

    Due : 28 Mar, 2024 (Yesterday)
    Posted : 26 days ago
    Started : 01 Mar, 2024 (27 days ago)

    The successful Respondent shall provide full investment review and monitoring; conduct benchmarking of investment options and fees; provide administrative guidance including regulatory and legislative updates; prepare regular reports on the performance of all funds; and act as a co-fiduciary for the Plans at San Diego International Airport (“Airport”). Other Details Notes Special Notices Local Programs & Policies Place eBid

    From: San Diego County Regional Airport Authority (Airport)

  • Request for Proposal 19-02 Pooled Money Investment Account Review

    Type : Bid Notification

    Due : 14 Nov, 2018 (about 5 years ago)
    Posted : about 5 years ago
    Started : 29 Oct, 2018 (about 5 years ago)

    0000010969 Request for Proposal 19-02 Pooled Money Investment Account Review CA State Auditor's Office 11/13/2018 4:00PM PST Posted

    From: California (State)

  • Professional Services for Performance Evaluation and Consulting Services for Municipal Employees' Retirement Plan

    Type : Bid Notification

    Due : 18 Dec, 2019 (about 4 years ago)
    Posted : about 4 years ago
    Started : 02 Dec, 2019 (about 4 years ago)

    Bid ID:RFP TAC 1033A Addendum:1 Bid Due Date:12/18/2019 Description:Professional Services for Performance Evaluation and Consulting Services for Municipal Employees' Retirement Plan Bid Document: RFP TAC 1033A Addendum 1.pdf Attachments: MERP IPS 09-2018 - SMID Update Final[14388].pdf Quarterly Investment Review October2019.pdf

    From: Tulsa (City)

  • Allied Economic Forum (ISED205951)

    Type : Bid Notification

    Due : 17 Feb, 2023 (13 months ago)
    Posted : 13 months ago
    Started : 02 Feb, 2023 (14 months ago)

    Allied Economic Forum (ISED205951) Project Description :Innovation, Science and Economic Development Canada’s (ISED) Investment Review Division is responsible for staying abreast of developments in policies, regulations, and legislation in allied jurisdictions in areas related to foreign investment screening, trade and export controls, value chain security, economic coercion, and international research collaboration.

    From: MerX (Federal)