RFP Retirement Plan Advisory Services

The Brazos River Authority is seeking a firm to provide professional Retirement Plan Advisory Services for the Retirement Plan for Employees of the Brazos River Authority. The selected firm will serve as an independent consultant to the plan sponsor, maintain independence from all investment managers, brokers, and custodians, and acknowledge agreement in writing to act as a fiduciary. The firm will assist in the review and maintenance of the Plan investment policy, review the Plan's compliance with the Investment Target Mix, and provide quarterly reports on investment activity, earnings, and the value of the Plan's portfolio holdings. Some key responsibilities of the selected firm include: • Serving as an independent consultant to the plan sponsor • Maintaining independence from all investment managers, brokers, and custodians • Acknowledging agreement in writing to act as a fiduciary • Assisting in the review and maintenance of the Plan investment policy • Reviewing the Plan's compliance with the Investment Target Mix • Providing quarterly reports on investment activity, earnings, and the value of the Plan's portfolio holdings