Trinity River Authority Procureware #RFP-4660-002-I-26

Retirement Investment Advisory and Consulting Services for Trinity River Authority of Texas

The Trinity River Authority of Texas is seeking a qualified firm to provide comprehensive retirement investment advisory and consulting services for its pension and deferred compensation plans. - Government Buyer: - Trinity River Authority of Texas, Purchasing Department - Services Requested: - Retirement investment advisory and consulting services - Quarterly investment reviews and performance monitoring - Economic and market overviews - Investment policy guidance and recommendations - Fiduciary liability management and support - Vendor search and evaluation support - Annual plan review and technical advisory services - Ad hoc consulting as needed - Plan Details: - Oversight of pension plans with over $91 million in assets - Deferred compensation plans with $22 million in assets - Notable Requirements: - Expertise in pension plan consulting and investment oversight - Experience with fiduciary support and compliance with relevant laws - Ability to provide ongoing financial advice and vendor procurement support - No specific OEMs or product part numbers are mentioned, as this is a professional services solicitation.

Description

The Trinity River Authority of Texas is seeking proposals from firms to provide comprehensive financial and strategic support related to pension and funding programs. The services include financial planning, analysis of funding strategies, market trend advisories, investment policy guidance, fiduciary support, investment performance reporting, pension investment oversight, third-party administrator evaluation, ongoing financial advice, and vendor procurement support. The contract term is five years, starting September 1, 2026, through August 31, 2031, with automatic annual renewals unless terminated with 90 days' notice. A virtual pre-bid meeting is scheduled, and proposals are due by June 17, 2026.

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