RFQ For Deferred Compensation Plan Financial Advisory Services

The City of Fishers is seeking a qualified firm to serve as the financial advisor for its public‑sector Deferred Compensation Plan (457(b) and 401(a)). The advisor will provide ongoing investment performance monitoring, compliance and tax consulting, vendor management, member education, change‑management support, and ad‑hoc services. The contract is open‑ended with no fixed term and will be funded from plan assets. The City expects competitive, cost‑effective pricing and strong communication capabilities. • Comprehensive advisory services covering investment performance, compliance, vendor negotiation, and member education. • Evaluation of the current record‑keeper (OneAmerica) and recommendation on retention or replacement. • No disclosed budget; fee schedule to be proposed by the vendor, with services paid out of the plan’s ~ $20 million in assets.