Milwaukee County Bonfire #RFP-2026-010

Investment Consulting Services for Milwaukee County Deferred Compensation Plan

Milwaukee County is seeking investment consulting services for its Deferred Compensation Plan, which is governed by Section 457 of the Internal Revenue Code. - Government Buyer: - Milwaukee County Select Committee on Deferred Compensation - Scope of Services: - Investment consulting for a plan with approximately 5,848 active participants - Oversight of total assets valued at about $468.7 million - Services include investment advice, performance reporting, and compliance support - Plan Administration: - The plan is currently administered by Empower Retirement Services - Notable Requirements: - Disclosure of other governmental contracts - Insurance and EEOC compliance - Conflict of interest statements - Submission of cost proposal - OEMs and Vendors: - No specific OEMs or vendors are named in the solicitation - Unique Aspects: - Consulting firm will act as agent to the Select Committee - Focus on compliance with applicable laws and committee rules

Description

This solicitation invites proposals to provide investment consulting services for the Milwaukee County Deferred Compensation Plan governed by Section 457 of the Internal Revenue Code. The selected firm will act as an agent of the Milwaukee County Select Committee on Deferred Compensation, which oversees the Plan. The Plan has approximately 5,848 active participants with total assets of about $468.7 million as of June 30, 2026. The consulting services will support the Plan Administrator, Empower Retirement Services, in administering the Plan according to contract, law, and committee rules.

View original listing