University Of Kentucky Uniofky #UK-2607-26

University of Kentucky Retirement Consulting Services Solicitation

The University of Kentucky is seeking proposals for comprehensive Retirement Consulting Services to support oversight and management of its employee retirement plans. - Government Buyer: - University of Kentucky, Procurement Services office, Lexington, KY - Products/Services Requested: - Retirement Consulting Services for higher education and healthcare employee retirement plans - Advisory services include: - Investment policy statement review - Compliance and governance support - Investment menu design and alignment across recordkeepers - Performance monitoring and reporting - Investment manager search, evaluation, due diligence, and fund replacement recommendations - Fee analysis and benchmarking - Recordkeeper liaison support - Participant communication guidance - Fiduciary education and industry best practices - Fiduciary services (3(21) and/or 3(38)) - Plans Covered: - 403(b), 401(a), Supplemental 403(b), 415(m), 457(b), and 457(f) retirement plans - Unique/Notable Requirements: - Consultant must meet quarterly with the retirement plan committee - Emphasis on sustainability and preference for Kentucky-based vendors - Contract term is two years, with up to two additional two-year renewals (maximum six years) - No specific OEMs or vendors are named in the solicitation

Description

The University of Kentucky is soliciting proposals for Retirement Consulting Services. This procurement involves providing consulting services related to retirement plans. Proposals must be submitted by May 28, 2026, at 3 P.M. Lexington, KY time. The procurement is governed by the laws of the Commonwealth of Kentucky and includes standard terms and conditions as specified by the University of Kentucky.

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