Rockingham County Public Schools Civicplus #26-0326-01

Rockingham County, VA Retirement Plan Investment Consulting Services Solicitation

Rockingham County, Virginia is seeking an independent investment consulting firm to support its supplemental retirement plans for county employees and retirees. - Government Buyer: - County of Rockingham, Virginia (Finance Department) - Scope of Services: - Provide independent, objective fiduciary advice for supplemental retirement plans, including a Section 457(b) plan with assets over $8 million - Review and recommend revisions to investment policies to ensure alignment with best practices - Evaluate and recommend investment funds, including analysis of style, risk, cost, and performance - Conduct quarterly performance reporting and expense audits upon request - Assist with the solicitation and evaluation of plan administration vendors - Unique Requirements: - Firms must be authorized to do business in Virginia - Services must include governance support, fund selection, performance evaluation, and expense audits - Contract term is three years with two optional one-year renewals - No specific OEMs or vendors are named in the solicitation - Place of Performance: - County of Rockingham Finance Department, 20 E. Gay Street, Harrisonburg, VA 22802

Description

The County of Rockingham, Virginia, is seeking proposals from qualified independent firms authorized to do business in Virginia to provide investment consulting services for supplemental retirement plans for county employees and retirees. The services include providing independent advice to assist the County in meeting fiduciary responsibilities, reviewing and evaluating investment policies, assisting with solicitation processes for plan administration services, and evaluating investments in the supplemental retirement plan. The goal is to ensure fiduciary responsibilities are met and to provide ongoing financial and investment advice as needed.

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