Retirement Plan Investment Advisory Services

Agency: Opportunity Home San Antonio
State: Texas
Type of Government: State & Local
NAICS Category:
  • 523920 - Portfolio Management
  • 523930 - Investment Advice
  • 541611 - Administrative Management and General Management Consulting Services
Posted Date: Mar 8, 2026
Due Date: Apr 1, 2026
Solicitation No: 2603-5661
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Description

Project: Retirement Plan Investment Advisory Services
Ref. #: 2603-5661
Department: Human Resources
Type: RFP
Status:
Open
Open Date: Mar 6th 2026, 12:00 AM CST
Intent to Bid Due Date: Apr 1st 2026, 2:00 PM CDT
Questions Due Date: Mar 18th 2026, 2:00 PM CDT
Close Date: Apr 1st 2026, 2:00 PM CDT

Project Description: The Housing Authority of the City of San Antonio, Texas, and its affiliated entities a/k/a Opportunity Home San Antonio is requesting proposals from experienced firms (hereinafter referred to as “Respondent” or “Advisor”) who possess qualifications and expertise in providing investment advisory services for the Housing Authority of the City of San Antonio Employee’s Money Purchase Pension Plan and Trust (referred to as the “Opportunity Home San Antonio Pension Plan”, “Opportunity Home San Antonio Employees’ Money Purchase Pension Plan” or the “Plan”).


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