Investment Consulting Services Retirement Defined Benefit Plan Trust

The Town of Waterbury is seeking a qualified consultant to provide investment consulting services for its Retirement Defined Benefit Plan Trust. The scope includes reviewing the trust’s investment policy, evaluating current asset allocations, recommending strategic investment changes, and offering ongoing advisory support to ensure the plan meets its fiduciary obligations and performance goals. The contractor will work closely with the town’s finance team and may be required to produce reports, attend meetings, and assist with compliance documentation. • Conduct comprehensive analysis of the defined benefit plan’s current investment portfolio. • Develop and present recommendations for asset allocation and manager selection aligned with the trust’s policy. • Provide ongoing advisory services, performance monitoring, and regulatory compliance support throughout the contract term.