Specifications include, but are not limited to: Maricopa County (County), Arizona is accepting proposals from qualified firms in order to award a single contractor to provide investment advisory services similar to an ERISA 3(21) advisor in support of the County’s Smart Savings (deferred compensation; section 457b governmental plan) and Post-Retirement Health Plan (HRA arrangement). Services required include plan sponsor fiduciary services, plan sponsor investment advisory services including investment alternative evaluation, rating, and recommendation, legislative and regulatory updates that may impact Smart Savings, plan design consulting, vendor selection, fee benchmarking, fee equity and transparency guidance, and participant education.
