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Pension Investment Consulting Services

This bid is for pension and benefit trust fund investment consulting, custodial, and fiduciary services in Columbus, Georgia.

Due
December 9, 2026
27 days left
Location
Columbus, GA
Georgia
Posted on
ssl.doas.state.ga.us
Notice ID
PE-70662-NONST-2027-000000137

The original documents

Deadline: December 9, 2026

See the original on ssl.doas.state.ga.us

Bidding it yourself? Get the full package and submit on ssl.doas.state.ga.us before December 9, 2026.

What they need

  • TermApril 1, 2027–March 31, 2032.
  • ServicesAsset custody, fiduciary support, investment policy review, asset allocation advice, manager searches and due diligence, and daily manager monitoring.
  • Reporting and meetingsMonthly, quarterly, and annual performance reporting; attendance at monthly board meetings, subcommittee meetings, and special meetings; actuarial coordination and trustee training.
  • QualificationsFull-service office or branch in Columbus, Georgia, and experience with comparable pension plans.
  • PricingProvide flat-fee and basis-point options, identifying included services and all additional fees.

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