BANKING-1989 - USA (Burbank, California) - Section 115 Pension Trust Administration Services - Deadline February 7,2020

Product (RFP/RFQ/RFI/Solicitation/Tender/Bid Etc.) ID: BANKING-1989

Government Authority located in Burbank, California; USA based organization looking for expert vendor for section 115 pension trust administration services.

[A] Budget: Looking for Proposal

[B] Scope of Service:

(1) Vendor needs to provide section 115 pension trust administration services to ability to implement the trust within 90 days of executing contract, with city staff, develop an investment policy for the trust, offer an IRS-approved irrevocable funding vehicle to protect the city’s assets long-term, provide a full-service program that includes trust administration, trustee, and investment management services, work directly with city staff to prepare asset allocation guidelines for the trust based on the city’s investment objectives, risk tolerance, and in compliance with the investment policy, provide education/presentations regarding the pension trust program to other city staff and elected officials, provide semi-annual presentations to staff on the performance of the trust, provide monthly statements electronically for the current trust assets, attendance at the city council meeting when this contract is scheduled for approval, assist with GASB 74/75 reporting, coordinates all contributions in to the trust and processes requests for distributions to the government authority located in Burbank, CA.
(2) All question must be submitted no later than January 24, 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 : Friday, 7 February, 2020

Question Answer Deadline : Friday, 24 January, 2020

Category : Banking Services, Uncategorized

Country : USA

State : California

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