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403(b) Legacy Asset Mapping and Consolidation Services

Active

State & Local

Response Deadline11/17/2026, 08:00:00 PM UTC

Contract Overview

Solicitation details, issuing organization, response deadlines, documents, and interested companies for this government contract opportunity.

General Info

Agency

Louisiana → Lafayette Parish School System

NAICS

541611 - Administrative Management and General Management Consulting Services

Place of Performance

LA, USA

Set-Aside

NONE

Documents

This scope was carved out of 11-27.

The full solicitation package (2 documents), including the RFP, is on the prime solicitation, not on this scope.

View the prime solicitation

RFP# 11-27, 403(b) Investment & Advisory Services

AI Contract Breakdown

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Timeline

PostedOct 12

subcontract

Response DeadlineNov 17

Submission deadline

Response Deadline

11/17/2026, 08:00:00 PM UTCin about 1 month

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Organization & Contact Information

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AgencyLouisiana → Lafayette Parish School System

ContactsNo contacts available

OfficeN/A

Organization / AgencyLouisiana → Lafayette Parish School System

Office AddressN/A

ContactsNo contact information available

Full Description

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Performs identification, location, and consolidation of fragmented legacy retirement assets for prime contractors on Lafayette Parish School System projects. Maps $18M+ in assets across multiple former vendor accounts and executes lost participant searches to migrate funds into a streamlined recordkeeper. Requires experience in multi-vendor retirement plan transitions. Delivers a consolidated asset report and migrated funds.

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RFP# 11-27, 403(b) Investment & Advisory Services

Solicitation # 11-27

The Lafayette Parish School System is soliciting proposals under RFP# 11-27 for a qualified investment consulting and advisory firm to serve as the Investment Advisor for its 403(b) Defined Contribution Plan. The plan currently manages approximately 28 million dollars in assets for roughly 1,320 participants. The primary objectives of this engagement are to reduce member costs, streamline operations by consolidating over 18 million dollars in legacy assets, and implement a comprehensive member education strategy. The selected advisor must act as an express ERISA fiduciary, either as a 3(21) non-discretionary co-fiduciary or a 3(38) discretionary investment manager, and ensure compliance with IRS 403(b) regulations, SECURE 2.0 updates, and state public school retirement mandates. The contract is intended for an initial five-year term with options for one-year renewals. Compensation will be based on asset thresholds, requiring a flat annual fee for assets up to 15 million dollars and either a flat or asset-based fee for assets between 15 million and 30 million dollars; third-party compensation such as commissions or 12b-1 fees is strictly prohibited. Proposals must be submitted electronically via Beacon Bid and in six physical copies by November 17, 2026, at 2 PM CST. To ensure a blind review, all submissions must be strictly anonymized, omitting all firm names and logos. Evaluation is based on a 170-point scale, with the highest weight placed on fiduciary status and compensation. Finalists must present in person to the Board Insurance Committee to avoid automatic disqualification, with the final contract award scheduled for December 10, 2026.

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