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Fiduciary Services for Deferred Compensation Consulting Services
4/16/2025
-
Sanford, FL
Seminole County
Buyer seeks a consultant to evaluate the performance and cost of investment options for their Deferred Compensation Program. The consultant will provide reports to the Deferred Compensation Plan Review Committee and offer consultation regarding Section 457(b) compliance and fiduciary duties. The program serves approximately 3,200 employees with 2,368 participants and plan assets totaling $142 million as of June 2024.
- 3/19/2025 - Release Date
- 4/7/2025 - Question Submission Deadline
- 4/16/2025 - Proposal Due Date
- Experience providing 457(b) Deferred Compensation consulting services
- Must act solely in a fiduciary capacity
- Licensed and certified for work type in Florida
- Evaluate performance and cost of investment options
- Prepare annual reports on investment performance and market conditions
- Present findings to Deferred Compensation Plan Review Committee quarterly
- Analyze fixed account investments semi-annually
- Provide fiduciary advice on Section 457(b) plans
- Develop financial wellness programs for plan participants
- Assist with RFP development for deferred compensation providers
- Compare investment options against appropriate market indices
- Review plan participant fund selections by age
- Provide guidance on compliance with federal laws
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