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MB-6647 - USA (California) - Consulting Services Related to Compensation Plan and Retiree Health Savings Plan - Deadline September 1,2022

Product (RFP/RFQ/RFI/Solicitation/Tender/Bid Etc.) ID: MB-6647

Government Authority located in California; USA based organization looking for expert vendor for consulting services related to compensation plan and retiree health savings plan.

[A] Budget: Looking for Proposals

[B] Scope of Service:

(1) Vendor needs to provide consulting services related to compensation plan and retiree health savings plan.
- Draft and maintain an Investment Policy Statement (IPS), which incorporates a process and methodology for reviewing and monitoring investment options for the Plans and annual review to ensure it is meeting the needs of the Client and the Plans’ participants.
- Provide comprehensive quarterly investment analysis review of all investment options available in the Plans to ensure they are meeting the IPS parameters, as well as provide recommendations on additional options and asset classes to consider, and analyze the Plans’ asset allocation by fund and underlying sector.
- The fund line-up will also be analyzed to determine the amount of overlap that may be occurring.
- Provide a market overview addressing the major markets, indices, sectors and the economic statistics that are affecting the investment options in the Plan.
- Provide an in-depth portfolio summary, including fund and benchmark returns, overlap, correlation, style analysis and overall portfolio returns against custom benchmarks.
- Provide a detailed quantitative and qualitative examination of each mutual fund investment option within the Plans, including performance numbers vs. the category and index, manager style drift, risk/return, standard deviation, Sharpe ratio, expense ratio, upside and downside capture.
- Be available no less than four times per year to meet with the Investment Committee, or other designated fiduciaries, to present the quarterly reports and findings, make recommendations and answer questions related to the Plans.
(2) All questions must be submitted no later than August 12, 2022.
(3) The contract period will be for five years.

[C] Eligibility:

Onshore (USA Organization Only)

[D] Work Performance:

Performance of the work will be Offsite. Vendor needs to carry work in their office location.

Expiry Date : Thursday, 1 September, 2022

Question Answer Deadline : Friday, 12 August, 2022

Category : Medical Billing and Coding

Country : USA

State : California

Budget : Looking for Proposals

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