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: NA
PurchasingContact: Lake County Purchasing
ContactPhone: 847.377.2929
ContactFax: 847.984.5889
ContactEmail: Purchasing@lakecountyil.gov
Location: Lake County Purchasing : 18 N County St. - 9th Floor
Waukegan, Illinois 60085
United States
Advertised Date: 10/1/2025
DueDate/Time: 10/22/2025 11:00 AM, CST
Due Description: Please note: Responses are due at 11:00AM CST local time on October 22, 2025.
Presubmittal Meeting Date/Time: N/A
Presubmittal Meeting Details: N/A
Questions Due Date/Time: 10/15/2025 11:00 AM, CST
Questions Details: Deadline for all questions is October 15th, 2025 by 11:00am CST.
Notes:

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
GCG Financial, Inc.Three Parkway North Suite 500DeerfieldILUnited States60015 Alan J Nerad
alan.nerad@aleragroup.com
Tel: 847-457-3139
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