This Government Contract opportunity from New Jersey was posted on May 8, 2026. The submission period has ended. Browse the details below for market research, or find similar active opportunities.

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Retirement Financial Advisory Services

Closed

State & Local

Submission Closed05/19/2026, 02:00:00 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

New

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

DEADLINE

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

This contract involves providing specialized financial planning and advisory services tailored to retirement strategies for municipal employees and retirees. The services include comprehensive investment planning, detailed risk assessment, and ensuring adherence to fiduciary responsibilities, thereby supporting the financial security of the target group during retirement. The contract is categorized under the NAICS code 523940, which relates to portfolio management and financial advisory services. Issued by the Finance agency of New Jersey, the contract is set up as a subcontract with a response deadline of May 19, 2026. While specific details such as solicitation number, agency office location, and point of contact are not provided, the service scope and timeline indicate a focused effort to enhance retirement readiness and asset management for the municipal workforce under the state's jurisdiction. Interested parties can find additional information through the provided online procurement portal link.

General Info

Provide retirement financial planning and advisory services for New Jersey municipal employees by May 2026.

Agency

New Jersey → FINANCEView Agency

NAICS

523940 - Portfolio Management and Investment Advice View NAICS

Place of Performance

NJ, USA

Set-Aside

NONE

Documents

(0)

No documents available

AI Contract Breakdown

Uniform Contract Format

No contract breakdown available.

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Timeline

PhaseClosed

PostedMay 8

subcontract

Response DeadlineMay 19

Deadline has passed

Submission Closed

05/19/2026, 02:00:00 PM UTC

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Organization & Contact Information

AgencyNew Jersey → FINANCE

ContactsNo contacts available

OfficeN/A

Organization / Agency

New Jersey → FINANCE

View Agency Profile

Office AddressN/A

ContactsNo contact information available

Full Description

Provide financial planning and advisory services focused on retirement strategies for municipal employees or retirees, including investment planning, risk assessment, and fiduciary compliance.