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Retirement Plan Consultant


Location
Utah
Publication Date
06/26/2019 12:26 PM EDT
Closing Date
07/23/2019 06:00 PM EDT
Issuing Organization
County of Summit
Solicitation Number
Description

Specifications include, but are not limited to: Develop an Investment Policy Statement Evaluate fund design and performance, and recommend fund offerings and structure Evaluate and benchmark fees, and assist in negotiating fees to maximize plan efficiency Provide training regarding fiduciary duties, industry or regulatory developments or other pertinent topics Prepare reports and meet on a regular basis to review and advise, as deemed appropriate Other general advisory services relative to industry best practices for the management of employee 401(k), 457 and IRA retirement plans.

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