Description
Mono County is soliciting qualified firms to deliver independent fiduciary advisory services for its Section 457(b) Deferred Compensation Plan and Section 401(a) Defined Contribution Plan. The contractor will provide investment oversight, fiduciary governance support, fee benchmarking, vendor evaluation, committee assistance, and strategic guidance to ensure the County meets its fiduciary responsibilities. The contract is expected to run for three years beginning October 1, 2026.
• Scope includes full‑service fiduciary advisory for retirement plans covering ~400 employees.
• Services encompass investment monitoring, governance support, fee analysis, vendor selection, and strategic planning.
• Contract term is three years with a start date of October 1, 2026; all proposals must be submitted by August 7, 2026.
Attached files
The solicitation documents live at the source — open the bid source above to download them.