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Financial and Investment Advisory Services for the MERP and LTD Trusts


Location
Arizona
Publication Date
03/14/2019 07:31 AM EDT
Closing Date
04/02/2019 04:00 PM EDT
Issuing Organization
City of Phoenix
Solicitation Number
Description

Specifications include, but are not limited to: The City of Phoenix, Arizona is requesting proposals from qualified financial advisors to provide a full range financial and investment advisory services for its selfinsured trusts:  Medical Expense Reimbursement Trust; and  Long Term Disability Trust Fund and Risk Management Trust Fund. The Medical Expense Reimbursement Trust (MERP) and Long Term Disability Trust Fund and Risk Management Trust Fund (LTD) are created pursuant to the Phoenix City Code and A.R.S. 11-981 for the payment of benefits, losses or claims.

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