Retirement Benefits Consulting Services

Agency: Lake County
State: Indiana
Type of Government: State & Local
NAICS Category:
  • 541611 - Administrative Management and General Management Consulting Services
  • 541612 - Human Resources Consulting Services
Posted Date: Oct 1, 2025
Due Date: Oct 22, 2025
Solicitation No: 25269
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Description

Number:
25269
Title:

Retirement Benefits Consulting Services
Description:

This Request for Proposal (RFP) is for the purpose of establishing a contract with a qualified professional consulting firm to assist Lake County in the Mission Square 457 (b) Retirement Benefit Plan Fiduciary Risk Mitigation & Plan Governance, to provide a framework for selecting investment options in the plan; Investment Advisory Services; Vendor Due Diligence; Fee Benchmarking and Negotiation and Vendor On-going Management; Compliance Consulting & Support; Plan Optimization Review & Strategic Planning; quarterly meetings and employee training and consultation. Advisory/Consulting fees to be paid through the plan; by the participants investing in the Mission Square plans.

Addendum:

NA
PurchasingContact:

Lake County Purchasing
ContactPhone:

847.377.2929
ContactFax:

847.984.5889
ContactEmail:

Purchasing@lakecountyil.gov

Location:

Lake County Purchasing : 18 N County St. - 9th Floor
Waukegan, Illinois 60085
United States
Advertised Date:

10/1/2025
DueDate/Time:
10/22/2025 11:00 AM, CST
Due Description:

Please note: Responses are due at 11:00AM CST local time on October 22, 2025.
Presubmittal Meeting Date/Time:

N/A
Presubmittal Meeting Details:

N/A
Questions Due Date/Time:
10/15/2025 11:00 AM, CST
Questions Details:

Deadline for all questions is October 15th,
2025 by 11:00am CST.
Notes:
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