Active SLED Opportunity · TEXAS · TEXAS REGIONAL AUTHORITY
AI Summary
The Trinity River Authority of Texas seeks proposals for retirement investment advisory and consulting services, including financial planning, pension funding strategies, fiduciary support, investment monitoring, and vendor procurement assistance.
The Trinity River Authority of Texas (Authority) is a Conservation and Reclamation District of the State of Texas. The Authority is requesting Proposals from firms for the performance of the services described below The Consultant will provide comprehensive financial and strategic support to the Authority in connection with its pension and related funding programs. Services will include assisting with both short-term and long-term financial planning, including the development of financial and revenue projections to support pension sustainability. The Consultant will provide analysis and evaluation of funding strategies and financing options, including assessing financial feasibility and identifying innovative or alternative approaches. This includes advising on market conditions, trends, and financial products relevant to pension funding and investment. Conduct annual pension plan evaluation and improvement assessment. The Consultant will ensure that the Authority is informed of market developments, legislative changes, and regulatory updates that may impact pension financing. The Consultant will provide guidance on best practices and the development or revision of investment policies and procedures, as well as assistance with financial structures, legal documentation, and escrow funding where applicable. The Consultant will provide ongoing fiduciary advisory support to the Authority, ensuring compliance with applicable laws and governance standards. The Consultant will provide investment performance reporting and analysis using standardized methods. The Consultant will oversee pension investments according to the Investment Policy Statement, monitoring underperforming investments and recommending actions. The Consultant will provide support for the evaluation of the Third-Party Administrator's financial condition and contract matters. The Consultant will provide ongoing, as-needed financial advice and perform additional related services as requested by the Authority. The Consultant will provide vendor procurement and selection support as requested by the Authority.
SLED stands for State, Local, and Education. These are solicitations issued by state governments, counties, cities, school districts, utilities, and higher education institutions — as opposed to federal agencies.
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