According to a press release, services sought include investment measurement, development and monitoring of investment guidelines and objectives, annual plan review, and participant education. The plan has approximately 4,700 participants and total assets of $224 million. It is an unbundled plan with 19 investment options, including the Vanguard target-date funds.
The RFP will be available on http://www.county.milwaukee.gov. Responses are due September 22.More information about the plan is at http://www.milwaukeecounty457.com.
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