Specifications include, but are not limited to: The Rhode Island Turnpike & Bridge Authority (RITBA) is seeking proposals from qualified Advisors to provide retirement plan advisory services, including plan governance, design, and administration, investment management, reporting, and participant communication. The selected Advisor shall maintain and retain records, maintain all required licenses, keep current on changes to ERISA and other applicable law, meet with RITBA management, and be fully prepared to address RITBA’s interests and needs in terms of products and services. RITBA‘s Retirement Plan currently has approximately $5,482,681 in assets, with 83 total participants. The following Advisors are currently in place: • Pensionmark Meridien – Broker Advisors • Empower – Retirement Plan Services • Angell Pension – Third Party Administrator Additional requirements: • Ability to prepare plan document and update, as needed. • Ability to analyze plan design and operational features. • Ability to analyze investment performance and make strategic recommendations. • Ability to serve as the liaison for resolution of administrative issues. • Ability to monitor the economic environment and provide updates and guidance regularly. • Ability to analyze employee financial wellness, making suggestions as needed. • Ability to provide administrative and clerical services related to account management. • Ability to provide on-site support as needed. • Other duties as requested by RITBA.