Investment Analysis and Ongoing 403(b) Retirement Plan Advisory Services-RFP 10209

The College is looking for a Consultant to perform a comprehensive analysis and review of, and to make recommendations with respect to, the Plan’s investment offerings, taking into account the unionized environment affecting some of its employees. The Consultant should perform a quantitative and qualitative screening process, including the benchmarking of the Plan’s various investment offerings, a manager review, and a portfolio analysis of the current offerings. The Consultant should make recommendations regarding the elimination of investment redundancies; a review of TIAA’s and Fidelity’s costs and fees; a review of the annual rate of return for each of the Plan’s current investment offerings; and a review of the TIAA and Fidelity service contracts and the Plan documents.Ongoing Investment Advisory and Plan Consulting Services The College is also looking for a Consultant who should be qualified and able to provide the following ongoing services: *General Plan Design and Administration *Investment Advisory Services *Monitoring Services *Periodic Reporting *Group Educational Services and Investment Advice