Bid Details

Contract No. 25269 - Retirement Benefits Consulting Services

Number: 25269
Title: Retirement Benefits Consulting Services
Description:

This Request for Proposal (RFP) is for the purpose of establishing a contract with a qualified professional consulting firm to assist Lake County in the Mission Square 457 (b) Retirement Benefit Plan Fiduciary Risk Mitigation & Plan Governance, to provide a framework for selecting investment options in the plan; Investment Advisory Services; Vendor Due Diligence; Fee Benchmarking and Negotiation and Vendor On-going Management; Compliance Consulting & Support; Plan Optimization Review & Strategic Planning; quarterly meetings and employee training and consultation. Advisory/Consulting fees to be paid through the plan; by the participants investing in the Mission Square plans.

Addendum: https://www.lakecountypurchasingportal.com/addendums/rfp25269---retirement-benefits-consulting-services/addendum/
PurchasingContact: Lake County Purchasing
ContactPhone: 847.377.2929
ContactFax: 847.984.5889
ContactEmail: Purchasing@lakecountyil.gov

Number: 25269
Title: Retirement Benefits Consulting Services
No events have been logged for this contracting opportunity.
Number: 25269
Title: Retirement Benefits Consulting Services
CompanyAddressCityStateCountryZipContact
Lake County Purchasing18 N County St Waukegan ILUnited States60085 Purchasing
purchasing@lakecountyil.gov
Tel: 8473772929
Deltek2291 Wood Oak D HerndonVAUnited States20171-6008 Source Management
sourcemanagement@deltek.com
Tel: 8004562009
GCG Financial, Inc.Three Parkway North Suite 500DeerfieldILUnited States60015 Alan J Nerad
alan.nerad@aleragroup.com
Tel: 847-457-3139
SevenOutsource113 Barksdale Professional Center NewarkNewarkDEUnited States19711-3258 steve walse
rfpalerts@gmail.com
Tel: 3153087852
THWilson Bonds4586 E. Copper Ave ClovisCAUnited States93619 Sheila Smith
thwbonds@outlook.com
Tel: 5598726105
Segal Consulting1800 M Street NW, Suite 900 S WashingtonDCUnited States20036 Herbert Afful
hafful@segalco.com
Tel: 202-833-6458
PlanPilot. LLC223 West Jackson Blvd. Suite 800ChicagoILUnited States60606 Mark Olsen
mark.olsen@planpilot.com
Tel: 3129734913
Gallagher2850 Golf Road Rolling MeadowsILUnited States60008 Annette Becker
annette_becker@ajg.com
Tel: 312-803-6368
TCG Group Holdings900 S CAPITAL OF TEXAS HIGHWAY SUITE 350AUSTINTXUnited States78746 Chris Jamail
rfp@tcgservices.com
Tel: 5126005221
GOVGUIDE INC1916 N. Dinwiddie St ArlingtonVAUnited States22207 Connor
rfp@yourgovguide.com
Tel: 3013378519
Barak Asset Management, LLC179-08 Grand Central Parkway QueensNYUnited States11432 Sharon Highland
shighland@barakassetmanagement.com
Tel: 6463639168
Central TX Benefits4547 Lakeshore Dr WacoTXUnited States76710 Devion Moore
dmoore@centraltxbenefits.com
Tel: 254-722-2569
MandateWire330 Hudson St. New YorkNYUnited States10013 Ana Irizarry
ana.irizarry@ft.com
Tel: 317-213-3553
RVK, Inc.222 SW Columbia Street, Suite 600 PortlandORUnited States97201 John Nicolini
Business.Development@RVKInc.com
Tel: 5038026115
Life Insurance Company of the Southwest dba National Life Group15455 Dallas Parkway AddisonTXUnited States75004 Monique Green-Calderin
Mgreencalderin@nationallife.com
Tel: 8022293039
First Hill Trust Company601 Union Street Ste 1450 SeattleWAUnited States98101 Brian Mullin
bmullin@firsthilltrust.com
Tel: 2066251800
Alliant Insurance Services, Inc.3600 N Cap2333 Waukegan Rd. Suite 100BannockburnILUnited States60015 Blake Todes
blake.todes@alliant.com
Tel: 5123069300
CAPTRUST Financial Advisors4208 Six Forks Rd. Suite 1700RaleighNCUnited States27609 Rebecca Hughes
advisorrfp@captrustadvisors.com
Tel: 9198706822
CAPTRUST3100 Village Point Suite 200ChestertonINUnited States46304 Chris Frain
chris.frain@captrust.com
Tel: 219961182
Creative Planning1515 W 22nd St, Ste 850Oak BrookILUnited States60523 Vincent Allegra
vincent.allegra@creativeplanning.com
Tel: 630.705.2085