RFP 26-1376 Retirement Plan Advisory Services

The Brazos River Authority is seeking a professional services firm to provide retirement plan advisory services for its employee retirement plan. The selected firm will serve as an independent consultant, maintain independence from investment managers and brokers, and provide various services including investment policy review, portfolio management, and performance reporting. The contract term is five years with an option for renewal. The Brazos River Authority is looking for a firm with experience in managing portfolios for public funds and governmental entities, and the ability to provide high-quality advisory services. Key features of the job include: • Serving as an independent consultant to the plan sponsor • Maintaining independence from investment managers, brokers, and custodians • Providing investment policy review and portfolio management services • Conducting performance reporting and analysis • Providing educational sessions and customized reports as requested • Managing relationships with the broker/dealer community and providing credit analysis and training services