Specifications include, but are not limited to: The Village is seeking services of a co-fiduciary and investment advisor for Plan oversight, investment selection and monitoring of the 457 Deferred Compensation Plan(s). Responses to this Request for Proposal (RFP) will provide the Village with the information required to assess, evaluate, and select a Consultant based on prior experience, qualification, methodology and approach, and work performed in similarly sized communities. The selected consultant will review all current Village vendors to determine performance and fees. The selected consultant will make a recommendation(s) to the Village on strategy for 457 Plan administration, consolidation of vendors and improvement of fees paid by participants. The Consultant will prepare, deliver, and present semi-annual performance reviews to the Village. Consultant will provide communication strategy to help Village employees achieve retirement security.
