This bid is for retirement plan consulting and fiduciary support services in Olympia, Washington, supporting a statewide college system.
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What the job is
Plan coverage: Four retirement plans with over $4.3 billion in combined assets and 22,000 participants, including 401(a), 403(b), and supplemental defined benefit plans; TIAA is the current recordkeeper.
Investment advisory: Quarterly investment reviews, fund and fee benchmarking, watch list and replacement recommendations, and an annual investment strategy and performance review.
Compliance: Regulatory updates, operational compliance reviews, plan amendment guidance, SECURE Act updates, and fiduciary risk assessments.
Term and pricing: One initial year with four optional annual extensions. Please itemize fees, staff costs, expenses, and any subcontractor costs, and provide a total price for all five years.
XL Eagle