Deferred Compensation Plan Investment Consulting
St. Johns County > Purchasing Department
Original Solicitation Links
RFP-3184-0-2027/SA
]3184 deferred compensation plan investment consulting services
Contact
Submission Instructions
Description
St. Johns County seeks an independent investment consulting firm to advise its governmental deferred compensation plan and Investment Committee. Services include reviewing plan documents and investment policy; monitoring investment options, performance, fees, and suitability; providing fiduciary guidance and quarterly reports; and reviewing the plan provider’s recordkeeping, administration, fees, and revenue-sharing arrangements. The consultant will also support provider procurement, educate the Investment Committee, help design and implement participant education, attend required meetings, and prepare meeting minutes and other agreed written deliverables. The plan has approximately 1,450 eligible employees and $49.9 million in assets. Proposers must meet stated investment-adviser registration, business-history, and relevant public-sector plan experience qualifications. The County anticipates a three-year engagement, with a fixed annual consulting fee proposed for each contract year; separate provider-RFP assistance fees are to be disclosed. The proposal must include the specified qualifications, experience, approach, pricing, and administrative information, along with required attachments and supporting documentation.
Classification Codes
Smart Codes
Specifications
Timeline
Requirements
- Commercial General Liability — $1,000,000.00
- Professional Liability or Errors and Omissions — $1,000,000.00
- Commercial Automobile Liability — $1,000,000.00
- Umbrella or Excess Liability — $1,000,000.00
- Workers' Compensation
- Minimum 3 references
- Within the last 3 years
- Client point of contact required for each reference
Documents
| Title | Date Posted |
|---|---|
| 3184 Deferred Compensation Plan Investment Consulting | Nov 04, 2026 02:20 PM |
| Legal Ad | - |
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