25-0318-RFP Deferred Compensation Plan Consultant

Agency: Pinellas County
State: Florida
Type of Government: State & Local
NAICS Category:
  • 541611 - Administrative Management and General Management Consulting Services
Posted Date: Mar 11, 2025
Due Date: Apr 10, 2025
Solicitation No: 25-0318-RFP
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Description


Project ID: 25-0318-RFP

Title: 25-0318-RFP Deferred Compensation Plan Consultant

Addenda: 0

Release Date: 3/11/2025

Due Date: 4/10/2025

Post Information
Posted At:Tue, Mar 11, 2025 8:27 AMSealed Bid Process:Yes (Bids Sealed / Pricing Sealed)Private Bid:No
Overview
Summary

Pinellas County Board of County Commissioners (PCBOCC) is soliciting proposals from qualified investment consultants to provide financial investment consultant services to the County’s 457(b) Deferred Compensation and Health Savings Account investment plans. The awardee will act as an independent reviewer of the Plan’s recordkeeping, administration, and investments. The initial contract term shall be effective upon execution, with a contract duration of five (5) years, to include the option to extend the contract for two (2) additional twelve (12) month renewal terms, upon mutual agreement with the County and the selected consultant. The awardee will provide financial investment consultant services to the County’s 457(b) Deferred Compensation and Health Savings Account investment plans, by acting as an independent reviewer of the Plan’s recordkeeping, administration, and investments.

Timeline
Issue Date:
March 11, 2025
Question Submission Deadline:
March 26, 2025, 12:00pm
Proposal Submission Deadline:
April 10, 2025, 3:00pm
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