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Fiduciary Investment Support and Benchmarking Services

Active

State & Local

Response Deadline11/04/2026, 11:00:00 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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The City of Brookside Village is seeking a subcontractor to provide fiduciary investment support and benchmarking services for its retirement projects. The selected provider will offer professional investment guidance and fiduciary oversight to prime contractors, with primary responsibilities including the development of Investment Policy Statements, the performance of fee-benchmarking for investment menus, and the preparation of comprehensive reporting packages for auditors and the City Council. This engagement requires a formal written acknowledgment of Analog Fiduciary Standards, specifically adhering to ERISA 3(21) or 3(38) guidelines. Key deliverables for the contract include the finalized Investment Policy Statements, quarterly reporting packages, and detailed benchmarking reports. Interested parties must submit their responses by November 4, 2026.

General Info

Brookside Village seeks a subcontractor for fiduciary investment support and benchmarking by November 2026.

Agency

Texas → CITY OF BROOKSIDE VILLAGE

NAICS

523930 - Investment Advice

Place of Performance

TX, USA

Set-Aside

NONE

Documents

This scope was carved out of 2026-45.

The full solicitation package (1 document), including the RFP, is on the prime solicitation, not on this scope.

View the prime solicitation

RFP NO. 2026-45 457(b) Deferred Compensation Retirement Plan Administrator/Service Provider for the City of Brookside Village

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Timeline

PostedOct 8

subcontract

Response DeadlineNov 4

Submission deadline

Response Deadline

11/04/2026, 11:00:00 PM UTCin 24 days

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Organization & Contact Information

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AgencyTexas → CITY OF BROOKSIDE VILLAGE

ContactsNo contacts available

OfficeN/A

Organization / Agency

Texas → CITY OF BROOKSIDE VILLAGE

Office AddressN/A

ContactsNo contact information available

Full Description

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Provides professional investment guidance and fiduciary oversight for prime contractors on City of Brookside Village retirement projects. Develops Investment Policy Statements (IPS), performs fee-benchmarking of investment menus, and prepares reporting packages for City Council and auditors. Requires written acknowledgment of Analog Fiduciary Standards (ERISA 3(21) or 3(38)). Delivers IPS, quarterly reporting packages, and benchmarking reports.

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