Public college system with $400M+ in DC retirement assets on TIAA seeks one independent consultant for governance, discretionary investment fiduciary, fee benchmarking and participant counseling
This one has closed. Public buyers re-bid most of this work on a one-to-five-year cycle, so it comes round again. There are 113 open bids in insurance & employee benefits right now.
A public higher-education system sponsoring defined contribution retirement plans with aggregate assets above $400 million (TIAA recordkeeper, legacy individual annuity contracts, multiple bargaining units) wants a single retirement plan consulting firm to build its governance framework, take discretionary responsibility for the investment lineup to the extent Vermont law allows, benchmark fees and plan design, oversee TIAA and Workday interfaces, run participant education and individual counseling, and support a quarterly committee. Level-fee retainer preferred; 15-page narrative; email submission.
This one has closed. It stays up because the requirements are a useful guide to what this buyer asks for, and most public contracts come back around. See what's open now.
At a glance
| Buyer type | Public higher education system · Vermont |
|---|---|
| Status | Closed to new bids |
What this opportunity involves
This is a public-sector 403(b)/401(a)/457 governance and discretionary fiduciary advisory (higher education) opportunity from a Vermont public higher education system. Qualified firms can respond with a proposal; the winner typically earns ongoing, renewable revenue on a multi-year public contract. We track and verify these, and can build the full response for you.
Full opportunity details
Is this one worth your time?
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We read it end to end and tell you plainly whether you would be competitive, naming the requirement that decides it. If it is worth bidding we write the response, and you price it and sign it. If it is not, we say so and you have lost twenty minutes instead of a day.
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