RFP Portfolio Monitoring Services

Plymouth County Retirement Board – Request for Proposals

The Plymouth County Retirement Board is seeking proposals from qualified law firms to provide portfolio monitoring as well as securities litigation services on a contingency/no-cost basis to the system.

The Plymouth County Retirement Board is a governmentally defined benefit pension fund with approximately $1.54 billion in assets and serves approximately 11,591 participants from 24 municipalities, 5 regional schools, 17 housing authorities, and 6 special districts throughout the South Shore and Southeastern parts of Massachusetts.

All investments made by the Plymouth County Retirement Board are subject to the provisions of the Massachusetts General Laws, Chapter 32, as amended by Chapter 176 of the Acts of 2011, and the rules and regulations of the Public Employees Retirement Administration Commission (PERAC), 840 CMR.

The selected firm or firms must have familiarity and agree to comply with any and all applicable laws, PERAC regulations, and disclosures. The Board reserves the right to cancel or reject in whole or in part any or all proposals in the best interest of the system.

The proposal deadline is June 20, 2025, at 12:00 PM EDT; the RFP may be obtained up to the proposed deadline.