External Fiduciary Counsel Services for State Universities Retirement System

The State Universities Retirement System is seeking external fiduciary counsel to provide legal advice and services related to fiduciary duties for its Board of Trustees and staff.

State Universities Retirement System Legal - 65


General
Open (open)
65-26-01
Jul 31, 2026 04:00 PM
Jun 17, 2026 10:08 AM
5 years base + 2 × 1 year options
Minority-Owned BusinessWoman-Owned BusinessDisadvantaged Business
Request for Proposal (RFP)
State
Original Solicitation Links
Contact
procurement_officer@surs.org
Submission Instructions
Online
Description

The State Universities Retirement System (SURS) is soliciting competitive bids for External Fiduciary Counsel. This role will provide legal advice and services to the SURS Board of Trustees and staff concerning fiduciary duties, investments, public sector retirement plans, Illinois state law, board governance, labor and employment matters, and litigation. SURS administers retirement, survivor, disability, and death benefits for employees of Illinois state universities, community colleges, and affiliated organizations. The system manages a Defined Benefit Plan with over $25.2 billion in assets, as well as two Defined Contribution Plans. The selected vendor(s) will be expected to provide comprehensive legal guidance, attend board meetings, assist with legislative matters, and represent SURS in legal proceedings as needed. A contract is anticipated to be for five years with the option to extend for two additional one-year terms.

Classification Codes
NAICS541110Offices of Lawyers
PSCR418Legal Services
Smart Codes
fiduciary legal counselpublic pension plan servicesillinois state law compliance
Specifications
Service Only
Requirements
Required
  • Professional Liability
Required
  • Minimum 2 references
  • Client point of contact required for each reference
Documents
TitleDate Posted
A - Candidate QuestionnaireJun 16, 2026 12:20 PM
External_Fiduciary_Counsel.pdfJun 17, 2026 10:08 AM
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