Section 115 Pension Trust Administration and Investment Management Services

The County of Butte is seeking a qualified firm to provide Internal Revenue Service (IRS) Code Section 115 pension trust administration and investment management services. The selected respondent will assist the County in administering the trust structure and providing investment management services designed to support the County’s long-term pension funding strategy. The scope of services includes trust establishment and implementation, trust administration and trustee services, investment policy and asset allocation, investment management services, reporting and performance evaluation, advisory and educational services, and financial reporting support. • Trust establishment and implementation • Trust administration and trustee services • Investment policy and asset allocation • Investment management services • Reporting and performance evaluation • Advisory and educational services • Financial reporting support