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Deferred Compensation & Roth Plan Fiduciary Advisor

Active
231220State & Local

Contract Overview

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

AI Contract Overview

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The City of Los Angeles is seeking qualified fiduciary advisors to provide services for its Deferred Compensation and Roth Plan programs, with the solicitation closing on August 14, 2026, at 3:00 AM. Interested vendors must submit their bids through the City’s Vendor Self Service Website, where they may need to register or use public access to view and respond to the opportunity. The contract requires expertise in managing retirement investment options, ensuring compliance with fiduciary standards, and delivering advisory services tailored to city employees. All correspondence and inquiries should be directed to Swan Lam at swan.lam@hacla.org, though general bid-related questions may also be addressed to the listed contracting officer. The place of performance is specified as Los Angeles, CA 90012, and bidders are responsible for ensuring their proposals meet all requirements outlined on the official city platform. Biddingo.com provides this information as a courtesy and disclaims responsibility for the content or accuracy of the third-party site where the official solicitation resides.

General Info

Los Angeles seeks fiduciary advisors for retirement plans by August 14, 2026, via Vendor Self Service Website.

Agency

California → City of Los AngelesView Agency

NAICS

523991 - Trust, Fiduciary, and Custody ActivitiesView NAICS

Place of Performance

Los Angeles, CA, CA 90012, USA

Set-Aside

NONE

Documents

(0)

No documents available

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Timeline

PhaseSolicitation
Posted

Solicitation

Response Deadline

Submission deadline

Response Deadline

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Organization & Contact Information

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AgencyCalifornia → City of Los Angeles
Contacts1 person available
OfficeN/A
Organization / Agency
California → City of Los Angeles
View Agency Profile
Office AddressN/A
Contacts
Contracting Officer

Full Description

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City of Los Angeles Deferred Compensation & Roth Plan Fiduciary Advisor Tender # 231220 Closing Date : 08/13/2026 at 20:00 PM Contact: Contact: Swan Lam Email:swan.lam@hacla.org Details: To see details and submit online bids, view the posting on the City of LAs Vendor Self Service Website. After clicking the link below, login or click "Public Access" to view the opportunity. Disclaimer: This bid is researched and provided for information purposes only. To participate in this bid opportunity, interested vendors are sometimes required to register on the City of Los Angeles's website. Please refer to the originating organization for any information relating to this. Direct all queries pertaining to the language, the content or any missing or inaccurate information within this abstract to its originator, as indicated in the advertisement. Note: When you click on the link below, a new window will open to the site where you can locate more information regarding this bid. You may need to search the site to locate the bid. View Bid Information Biddingo.com is not responsible for the contents of the third party site and does not make any representations regarding the content or accuracy of materials on such third party web sites. If you decide to access them, you do so at your own risk.

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