California Public Housing Authority 457 Deferred Compensation Fiduciary Advisor RFP
A California public housing authority is soliciting quotes for a Deferred Compensation Plan Advisor to serve as an ERISA Section 3(38) investment manager fiduciary for its 457 deferred compensation and Roth plan. Duties include investment lineup selection, QDIA oversight, and quarterly fiduciary reporting. This is a retirement plan advisory engagement, not an insurance placement.
What this opportunity involves
This is an active public-sector retirement & financial services opportunity from a California Public housing authority. Licensed insurance agencies can respond with a proposal; the winning agency typically earns ongoing, renewable compensation on a multi-year public contract. Good Stuart tracks and verifies these opportunities, and can build the full branded response for you.
Full opportunity details
Unlock who it's for & the documents
An estimated $40,000 to $90,000/yr opportunity if you win it. Get the exact agency, deadline, contact, requirements, and the full solicitation files.