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Investment Advisory and Due Diligence Services

Active

State & Local

Response Deadline11/27/2026, 05:00:00 AM 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 Investment Advisory and Due Diligence Services supports the State University of New York University-wide Benefits Office retirement plan projects. The selected provider will perform fiduciary investment oversight and due diligence for prime contractors, focusing on the evaluation of mutual funds, annuities, and investment managers. Key responsibilities include conducting performance analysis against benchmarks using specialized research platforms and software, as well as delivering formal recommendations and quarterly investment analysis reports. Qualified candidates must possess ERISA expertise and hold a fiduciary certification to ensure compliance and professional oversight. The solicitation was posted on October 28, 2026, with a response deadline of November 27, 2026. This opportunity falls under NAICS code 523940 and is designed to maintain the integrity and performance of the university retirement plan assets.

General Info

Investment advisory and due diligence services for SUNY retirement plan fiduciary oversight.

Agency

State University of New York (SUNY)

NAICS

523940 - Portfolio Management and Investment Advice

Place of Performance

NY, USA

Set-Aside

NONE

Documents

This scope was carved out of 2140348.

The full solicitation package (4 documents), including the RFP, is on the prime solicitation, not on this scope.

View the prime solicitation

Retirement Plan Consultant RFP

AI Contract Breakdown

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

Timeline

PostedOct 28

subcontract

Response DeadlineNov 27

Submission deadline

Response Deadline

11/27/2026, 05:00:00 AM UTCin 29 days

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Organization & Contact Information

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AgencyState University of New York (SUNY)

ContactsNo contacts available

OfficeN/A

Organization / AgencyState University of New York (SUNY)

Office AddressN/A

ContactsNo contact information available

Full Description

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Performs fiduciary investment oversight and due diligence for prime contractors on SUNY University-wide Benefits Office retirement plan projects. Conducts manager and product due diligence, evaluates mutual funds and annuities, and performs performance analysis relative to benchmarks. Uses investment research platforms and benchmarking software. Requires fiduciary certification and ERISA expertise. Delivers quarterly investment analysis reports and formal recommendations.

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