Employee Retirement Plan, Investment, Consulting & Management Services

The contract involves Johnson County Community College seeking to engage a fully qualified Investment Consultant to serve as a fiduciary and investment manager for the Plan’s Core Funds, which include the 403(b) and 457(b) retirement plans. The primary objective is to conduct a thorough due diligence review of the marketplace, rather than replacing an existing provider due to dissatisfaction. The selected consultant will be responsible for working collaboratively with the College’s Investment Committee to establish and meet performance goals, as well as designing a reporting framework that provides timely and meaningful investment information to facilitate informed decision-making. The engagement aims to ensure prudent investment management aligned with the College’s policies and objectives, guided by the College’s Investment Policy Statement and Committee Charter. The solicitation, identified as RFP 26-084, was posted in September 2025 with a response deadline of October 29, 2025. The contract size is estimated between $500,000 and $2,000,000, reflecting the scope of consulting and management services for the College’s retirement plans. The procurement process includes key dates such as bid clarifications, the proposal submission deadline, and potential onsite interviews. The documents accompanying the RFP include foundational plan documents, such as the Basic Plan Document for the governmental 403(b) plan, the College’s Investment Policy Statement, and the Investment Committee Charter, which collectively define the legal, administrative, and fiduciary frameworks guiding the management of the plans. The primary point of contact for this procurement is Jim Feikert, the College’s Procurement Officer, and further details and the solicitation link are available through the College’s procurement portal.