Defined Contribution Plan Investment Advisory Services

TriMet is seeking investment advisory services for its defined contribution and compensation plans under RFP RFL270049LJ.

Tri-County Metropolitan Transportation District of Oregon


General
Open
RFL270049LJ (RFP)
Oct 14, 2026 06:30 PM
Sep 22, 2026 12:45 PM
$2,000,000.00
Request for Proposal (RFP)
Local
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Original Solicitation Links
Contact
joyl@trimet.org
Description

TriMet is soliciting proposals for investment advisory services related to its defined contribution and compensation plans. The scope is associated with employee benefit and pension planning, investment advice, investment management, and related financial or benefits consulting services. The solicitation is identified as RFP RFL270049LJ and includes a questions/exceptions form, solicitation document, proposal forms, and proposal price form. Proposals must be submitted through the designated electronic procurement process by the stated deadline, and vendors must be registered with TriMet and logged into Bid Locker.

Classification Codes
NAICS523940Portfolio Management and Investment Advice
PSCR499Other Professional Services
Smart Codes
investment advisory servicespension plan consultingemployee benefits consulting
Specifications
Service Only
Timeline
Sep 22, 2026-Posted Date
Oct 14, 2026 06:30 PM-Proposal Due Date
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