Retirement Plan Advisory Services and Administer of an RFP to select a firm to provide 457(b) Deferred Compensation and 401(a) Defined Contribution Plan Recordkeeping and Administration Services

The City of Independence, Missouri is soliciting proposals from qualified firms to provide Retirement Plan Advisory Services for its defined contribution retirement plans. The selected advisor will also assist the City in administering a future RFP to select a Recordkeeping and Administration Services provider for the City’s 457(b) Deferred Compensation Plan and 401(a) Defined Contribution Plan. The scope of services includes fiduciary and compliance support, investment advisory services, participant education and communication, plan design consultation, and fee and cost analysis. The City is looking for a firm with experience in governmental 457(b)/401(a) plans, credentials, and fiduciary expertise. • Fiduciary and compliance support • Investment advisory services • Participant education and communication • Plan design consultation • Fee and cost analysis • RFP administration for recordkeeping and administration services