BANKING-1988 - USA (Loa Angeles, California) - Investment Adviser Services - Deadline February 3,2020

Product (RFP/RFQ/RFI/Solicitation/Tender/Bid Etc.) ID: BANKING-1988

Government authority located in Loa Angeles, California; USA based organization looking for expert vendor for investment adviser services.

[A] Budget: Looking for Proposal

[B] Scope of Service:

(1) Vendor needs to provide investment adviser services for 457 deferred compensation programs to the government authority located in Loa Angeles, CA.
- General Plan Design and Administration. The Adviser shall be familiar with current defined contribution plan designs, administrative arrangements, and low cost, high value providers. The Adviser shall evaluate and offer appropriate suggestions regarding the costs of SCAG’ s Plan and it
- Investment Advisory Services. The Adviser will assist with, and will be the primary source of recommendations regarding, the selection of investment options and investment platforms for participants in the Plan to ensure that participants are positioned to create diversified portfolios with high-quality investment options that meet the various needs and investment objectives of the participants. The Investment Adviser will review the existing investment options and investment platforms and make recommendations to the Committee therefrom.
- For more information describe in documents.
(2) All question must be submitted no later than January 21, 2020.

[C] Eligibility:

- Onshore (USA Only);

[D] Work Performance:

Performance of the work will be Offsite. Vendor needs to carry work in their office location.

Expiry Date : Monday, 3 February, 2020

Question Answer Deadline : Tuesday, 21 January, 2020

Category : Banking Services

Country : USA

State : California

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