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ERISA Fiduciary and Investment Management 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.

AI Contract Overview

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This subcontract for ERISA Fiduciary and Investment Management Services supports the Lafayette Parish School System by providing core investment advisory and fiduciary oversight for 403(b) projects. The selected provider will act as an express ERISA 3(21) or 3(38) fiduciary, responsible for drafting and updating Investment Policy Statements and ensuring strict compliance with IRS 403(b) regulations and SECURE 2.0 updates. In addition to regulatory monitoring, the contractor will deliver a managed investment portfolio and detailed compliance reports. The scope of work includes providing essential governance support to the Board Insurance Committee to maintain the integrity and performance of the system's investment strategies.

General Info

ERISA fiduciary and investment management services for Lafayette Parish School System 403(b) projects.

Agency

Louisiana → Lafayette Parish School System

NAICS

523940 - Portfolio Management and Investment Advice

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

Uniform Contract Format

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The breakdown needs solicitation documents. None were found from this contract's source.

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 core investment advisory and fiduciary oversight for prime contractors on Lafayette Parish School System 403(b) projects. Acts as an express ERISA 3(21) or 3(38) fiduciary, drafts and updates Investment Policy Statements, and monitors compliance with IRS 403(b) regulations and SECURE 2.0 updates. Provides governance support to the Board Insurance Committee. Delivers a managed investment portfolio and compliance reports.

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