This Solicitation opportunity from Texas was posted on May 13, 2026. The submission period has ended. Browse the details below for market research, or find similar active opportunities.

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Retirement Plan Investment Advisory Services

Closed

2605-5686State & Local

Submission Closed06/03/2026, 07:00:00 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

Opportunity Home San Antonio, affiliated with the Housing Authority of the City of San Antonio, is seeking proposals from qualified firms to provide investment advisory services for its Employees' Money Purchase Pension Plan and Trust. The contract focuses on offering expert guidance and management advice related to the investment components of the pension plan to ensure sound financial stewardship and optimized returns for plan participants. The solicitation, titled "Retirement Plan Investment Advisory Services," was posted on May 13, 2026, and has a response deadline of June 3, 2026. The chosen advisor is expected to bring extensive experience in investment advisory related to pension plans, specifically catering to the financial interests of Opportunity Home San Antonio employees. The contract pertains to services performed within Texas and is managed by Opportunity Home San Antonio, aiming to enhance the overall management and success of the pension plan through professional investment strategies.

General Info

Opportunity Home San Antonio seeks investment advisory services for its Employees' Money Purchase Pension Plan.

Agency

Texas → Opportunity Home San Antonio

NAICS

523940 - Portfolio Management and Investment Advice View NAICS

Place of Performance

TX, USA

Set-Aside

NONE

Documents

(5)

Attachment B - Non-Construction RFP Instructions and Conflict of Interest Questionnaire

PDF•rfp

Attachment C - Profile of Firm and Subcontractors

PDF•profile-of-firm

Addendum 1 to RFP 2605-5686 Retirement Plan Investment Advisory Services

PDF•amendment

Attachment D Section 3 and SWMBE Program Guidelines

PDF•program-guidelines

RFP 2605-5686 Retirement Plan Investment Advisory Services

PDF•rfp

AI Contract Breakdown

Uniform Contract Format

Timeline

PhaseClosed

PostedMay 13

Solicitation

Response DeadlineJun 3

Deadline has passed

Submission Closed

06/03/2026, 07:00:00 PM UTC

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Organization & Contact Information

AgencyTexas → Opportunity Home San Antonio

ContactsNo contacts available

OfficeTX, USA

Organization / Agency

Texas → Opportunity Home San Antonio

Office AddressTX, USA

ContactsNo contact information available

Interested Companies (2)

Gallagher Fiduciary Advisors, LLC (AJG)

No data available in table

Full Description

The Housing Authority of the City of San Antonio, Texas, and its affiliated entities a/k/a Opportunity Home San Antonio is requesting proposals from experienced firms (hereinafter referred to as “Respondent” or “Advisor”) who possess qualifications and expertise in providing investment advisory services for the Housing Authority of the City of San Antonio Employee’s Money Purchase Pension Plan and Trust (referred to as the “Opportunity Home San Antonio Pension Plan”, “Opportunity Home San Antonio Employees’ Money Purchase Pension Plan” or the “Plan”).