Mount Prospect Village Demandstar #PW23-0-2026/JL

Village of Mount Prospect Solicits Plan Fiduciary and Investment Advisor Services for Retirement Plans

This opportunity involves the Village of Mount Prospect seeking a qualified Plan Fiduciary and Investment Advisor for its employee retirement benefit programs. - Government Buyer: - Village of Mount Prospect, Illinois (local government) - Products/Services Requested: - Fiduciary oversight and investment advisory services for 457b deferred compensation plans and Retirement Health Savings (RHS) accounts - OEMs and Vendors: - No specific OEMs or vendors are named in the solicitation - Notable Requirements: - Experience with public sector retirement plans - Ability to manage both 457b and RHS accounts - Comprehensive fiduciary and investment advisory support - Electronic procurement process via DemandStar - Plan documents available for download

Description

The Village of Mount Prospect is seeking to enter into an agreement with a qualified individual or firm to act as the Plan Fiduciary and Investment Advisor for its 457b deferred compensation plans and Retirement Health Savings accounts. The services are detailed in the Request for Qualifications document. The project involves managing fiduciary and investment advisory responsibilities for these retirement plans. Responses are due by July 15, 2026.

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