Deferred Compensation Plan Investment Consulting

Milwaukee County is seeking investment consulting services for its Section 457 deferred compensation plan, which has approximately 5,848 active participants and $468.7 million in assets.

Milwaukee County


General
Open (open)
RFP-2026-010
Oct 06, 2026 10:00 PM
Sep 09, 2026 05:00 AM
Request for Proposal (RFP)
Local
Ask AI about this solicitation
Contact
marina.litvinets@milwaukeecountywi.gov
Description

Milwaukee County is seeking an investment consulting firm to serve as an agent of the Milwaukee County Select Committee on Deferred Compensation for its Section 457 deferred compensation plan. The plan is administered by Empower Retirement Services, while oversight remains with the Select Committee. The plan has approximately 5,848 active participants and approximately $468.7 million in assets as of June 30, 2026. The solicitation package includes requirements concerning governmental-contract disclosures, vendor information and certifications, insurance, proprietary-information disclosures, equal employment opportunity, conflicts of interest, debarment and suspension, sworn proposer statements, contract exceptions, contract provisions, and a cost proposal.

Classification Codes
NAICS523940Portfolio Management and Investment Advice
PSCR499Other Professional Services
Smart Codes
investment consultinginvestment advisory servicesdeferred compensation plans
Specifications
Service Only
Timeline
Sep 09, 2026 05:00 AM-Open Date
Sep 22, 2026 10:00 PM-Questions Due Date
Oct 06, 2026 10:00 PM-Close Date
Requirements
Required
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