Specifications include, but are not limited to: Perform quarterly investment performance reviews for the ARRC’s defined benefit Pension Plan and the Health Care Trust, and an annual investment performance review for the defined contribution 401(k) and 457 Plans. o Written reports shall be provided to the Committees no later than six weeks following the end of the quarter. o Semi-annual presentations regarding the results of the performance reviews shall be provided to the Committee. o Presentations shall be given in Anchorage, Alaska. o As a part of such review, Contractor shall recommend fund retention, watch list strategies, manager search or other appropriate policies or actions by the Committees. o Contractor shall also provide updates on any relevant changes in investment management firm personnel, ownership, style, or investment philosophy. Investment performance reports shall include summary information with graphical depictions which can be easily interpreted by lay committee members, along with a glossary of relevant terms. Separate reports shall be provided for the Pension Plan, the Health Care Trust, and the combined Defined Contribution Plans.
