SLED Opportunity · MICHIGAN · FERRIS STATE UNIVERSITY
AI Summary
Ferris State University seeks proposals for consulting services to review and oversee its 401(k)/403(b) retirement plan investments, ensuring competitive and cost-effective options that meet fiduciary duties and support participant retirement readiness.
Ferris State University invites qualified firms to submit proposals to provide professional consulting and advisory services for the review and ongoing oversight of the organization’s 401(k)/403(b)/retirement plan investment options. The goal is to ensure the plan offers competitive, diversified, and cost-effective investment options that meet the fiduciary responsibilities of the organization and support participants’ long-term retirement readiness. Ferris currently has plan options via TIAA and pursuant to policy we have an annual review of investments and periodically we will utilize an outside firm to review our information. --- QUESTIONS AND ANSWERS --- Q: Item 6.E asks for a minimum of 3 higher education clients of a similar size and type. Can you provide the size of the plan in terms of the total plan assets and number of participants with an account balance? A: No answer provided yet.
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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