Santa Ana Watershed Project Authority Planetbids #147522

SAWPA retirement-plan fiduciary advisory and consulting services

SAWPA is seeking an independent consultant to review and advise on its employee retirement savings programs. - Government buyer: Santa Ana Watershed Project Authority (SAWPA), Administration Department. - Requested services: Independent fiduciary advice and consulting for SAWPA’s retirement programs, particularly the MissionSquare Governmental 457(b) Deferred Compensation Plan and the CalPERS Deferred Compensation Program. - Assess plan structure, fiduciary governance, investment options, fees, administrative costs, participant services, and plan providers. - Recommend improvements, provide staff training and participant education, and deliver presentations, final reporting, and a written implementation roadmap. - Provide at least three employee workshops and at least one recorded agency-wide financial-wellness session per contract year. - Optional implementation support and ongoing fiduciary advisory services may be requested separately. - Named organizations: MissionSquare and CalPERS are the named retirement-plan programs/providers; Allied Solutions and GRLM are identified as prospective bidders. No bidder is identified as selected. - Products and quantities: No physical products, part numbers, or fixed service quantities are specified; workshop and financial-wellness session minimums are stated above. - Engagement period: Covers two SAWPA fiscal years. Optional implementation and continuing advisory services may be retained separately; no option-year schedule is specified.

Description

SAWPA requests proposals from qualified professionals to provide independent retirement plan fiduciary advisory and consulting services. The consultant will assist with fiduciary responsibilities for SAWPA’s retirement savings programs, with particular emphasis on the MissionSquare Governmental 457(b) Deferred Compensation Plan. Services include retirement plan benchmarking, investment oversight recommendations, participant education, governance consulting, and strategic guidance. The consultant will evaluate the existing plan structure and recommend practices that support fiduciary oversight and employee retirement outcomes.

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