Retirement Plan Investment Advisor

Project Title Retirement Plan Investment Advisor Invitation # 413265FC Bid Posting Date 03/01/2024 3:27 PM (PDT) Project Stage Bidding Bid Due Date 03/28/2024 2:00 PM (PDT) Response Format Electronic Project Type RFP (Request for Proposal) Response Types Response File Type of Award Lump Sum Categories 523000 - Securities, Commodity Contracts, and Other Financial Investments and Related Activities 523110 - Investment Banking and Securities Dealing 525000 - Funds, Trusts, and Other Financial Vehicles License Requirements Department Procurement Address P.O. Box 82776 San Diego, California 92138 County San Diego Bid Valid 180 Days Liquidated Damages Estimated Bid Value Start/Delivery Date Project Duration 3 + 2 Pre-Bid Meeting Information Pre-Bid Meeting Yes - Not Mandatory Pre-Bid Meeting Date 03/11/2024 10:00 AM (PDT) Pre-Bid Meeting Location This meeting will be conducted virtually via MS Teams. Please refer to the RFP for link information. Online Q&A Online Q&A Yes Q&A Deadline 03/14/2024 2:00 PM (PDT) Contact Information Contact Info Karie Webber kwebber@san.org Bids to Owner's Agent Description Scope of Services The San Diego County Regional Airport Authority ("Authority") seeks proposals from firms or individuals (“Respondent”) to provide professional investment advisory services for the Authority’s 457 and 401a retirement plans (“Plans”). 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