This Solicitation opportunity from California was posted on May 14, 2026. The submission period has ended. Browse the details below for market research, or find similar active opportunities.

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Fiduciary Advisor

Closed

PUR 26-031State & Local

Submission Closed06/11/2026, 09:00:00 PM UTC

Contract Overview

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

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NAICS: 523940

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SLED

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RFP Defined Contribution Program ConsultantCalSTRS is seeking a Defined Contribution Program Consultant to provide expert guidance and strategic advice in multiple key areas related to its defined contribution retirement programs. The consultant's responsibilities include investment oversight, fiduciary governance, recordkeeper management, fee benchmarking, cost analysis, regulatory compliance, and plan administration support. This role is designed to offer independent, objective analysis and industry benchmarking, helping CalSTRS staff navigate legislative and regulatory changes while improving program governance. The ultimate goal is to enhance retirement readiness outcomes for California educators by delivering actionable recommendations that strengthen program operations and accountability. The solicitation, titled "RFP Defined Contribution Program Consultant," was posted on June 11, 2026, with a response deadline of July 6, 2026. The contract will be performed in Alameda, California, under the State Teachers' Retirement System agency. Peter Yu is the primary point of contact for this solicitation. The engagement aims to secure a consultant who can serve as a trusted advisor and contribute to the continuous improvement of CalSTRS defined contribution programs, ensuring they meet fiduciary standards and regulatory requirements while supporting California’s educators in achieving better retirement security.

State Teachers' Retirement System

POSTED

DEADLINE

Fiduciary and Investment Consulting Services for 401(k) Retirement PlanThe contract involves providing fiduciary consulting services for the Cherokee Nation's 401(k) retirement plan. The scope includes comprehensive support in investment oversight, ensuring compliance with relevant regulations, governance, risk management, and participant education. Services will be performed in accordance with ERISA standards to safeguard the interests of plan participants and maintain regulatory conformity. The engagement is structured as a subcontract and was posted on June 11, 2026, with a response deadline set for July 10, 2026. The contract falls under the NAICS code 523940, which pertains to investment advice services. While specific location details and points of contact are not disclosed, the contract is managed by the Cherokee Nation, emphasizing their commitment to robust fiduciary management of their retirement plan assets.

POSTED

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REQUEST FOR SEALED PROPOSALS - FIDUCIARY CONSULTANTThe Cherokee Nation is soliciting sealed proposals from qualified individuals and firms experienced in providing consulting services specifically related to retirement programs for organizations of comparable size and scope. This contract, identified as Procurement #164679, is seeking a fiduciary consultant to support the entire project. Proposals must be submitted by the deadline of July 10, 2026. The opportunity is posted by the Cherokee Nation, categorized under the SLED (state, local, education) organization type. Interested parties can direct inquiries or submit proposals to the primary contact, Shelly McClain, via email or phone. While the solicitation does not specify a set-aside type or detailed location information, all submission requirements and further details are accessible through the Cherokee Nation's procurement website.

Cherokee Nation

POSTED

6 days ago

DEADLINE

in 24 days

AI Contract Overview

The City of Stockton, California, is soliciting sealed proposals for the role of Fiduciary Advisor under solicitation number PUR 26-031. The selected advisor will be responsible for providing independent investment advisory services, reviewing plans, and offering compliance guidance to the City. Interested businesses or individuals must submit their proposals by 2:00 pm PST on June 11, 2026, either via email or delivered physically on a USB flash drive to the Office of the City Clerk. Proposals must be labeled clearly with the solicitation number and title, and all proponents must hold the necessary licenses as required by California law. The City emphasizes confidentiality by identifying only the proponents who respond, while no proposals will be publicly opened or read aloud. The City reserves the right to reject any or all proposals and to re-advertise if necessary. All relevant documents and specifications can be accessed via the City of Stockton’s official procurement website, and inquiries can be directed to the designated procurement contact. The solicitation aims to secure a qualified advisor to support the City's fiduciary responsibilities with expertise and compliance assurance.

General Info

City of Stockton seeks licensed Fiduciary Advisor proposals by June 11, 2026, for investment services.

Agency

California → City of StocktonView Agency

NAICS

523940 - Portfolio Management and Investment Advice View NAICS

Place of Performance

CA, USA

Set-Aside

NONE

Documents

(4)

Sample Contract Goods and Services 3-13-2026

PDF•contract-document

PUR 26-031 Fiduciary Advisor RFP Notice

PDF•rfp

Exhibit 1 - Insurance Requirements for Consultants Deferred Comp

PDF•insurance-requirements

City of Stockton RFP PUR 26-031 Fiduciary Advisor

PDF•rfp

AI Contract Breakdown

Uniform Contract Format

Timeline

PhaseClosed

PostedMay 14

Solicitation

Response DeadlineJun 11

Deadline has passed

Submission Closed

06/11/2026, 09:00:00 PM UTC

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Organization & Contact Information

AgencyCalifornia → City of Stockton

Contacts1 person available

OfficeN/A

Organization / Agency

California → City of Stockton

View Agency Profile

Office AddressN/A

Contacts

Tim Caluya

contact@example.gov

+1 (555) 000-0000

Full Description

NOTICE IS HEREBY GIVEN that sealed proposals are invited by the City of Stockton, California, for PUR 26-031 Fiduciary Advisor in strict accordance with the specifications. The City of Stockton, herein after referred to as the “City”, is requesting proposals from businesses or individuals, herein after referred to as “Proponent”, to provide a Fiduciary Advisor to the City. The selected Proponent shall provide independent investment advisory, plan review, and compliance guidance. Proposal specifications and forms can be obtained from the City of Stockton's website at: www.stocktonca.gov/adminbid. Proposals must be marked "PUR 26-031 FIDUCIARY ADVISOR” and emailed to city.clerk@stocktonca.gov or delivered (mail or in person) on a USB flash drive to the Office of the City Clerk, City Hall, 425 North El Dorado Street, Stockton, CA 95202, up to but not later than 2:00 pm (PST) on Thursday, June 11, 2026. Proponents will only be identified as responding to the RFP; no proposals will be opened or read aloud. Each Proponent must be licensed in accordance with applicable California State Law. The City reserves the right to reject any/or all proposals received and re-advertise. Information on Proposal Process/Clarification/Technical Data Andrew Thai, Procurement Division (209) 937-8357 e-mail: stocktonbids@stocktonca.gov DISCLAIMER: The City does not assume any liability or responsibility for errors/omissions in any document transmitted electronically. Dated: May 14, 2026 KATHERINE ROLAND, CMC, CPMC, CITY CLERK CITY OF STOCKTON