City of Lawrence 457 Investment Advisor Retirement Plan Consulting RFP - GEN-2500074
City of Lawrence, City of Lawrence, KS·City
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- Primary Contact
- Molly Lake · (785) 832-3239
- Contract Term
- 1 year
- Scope Location
- Lawrence, KS
- Submission Address
- 6 East 6th Street, Lawrence, KS, 66044
SUMMARY
The City of Lawrence, Kansas is soliciting proposals for comprehensive investment advisory and consulting services for its 457 retirement plan. The scope of work includes ongoing plan design evaluation, participant investment education program review, monitoring industry trends and behavioral finance, compliance advisement, investment offering recommendations, benchmarking, and performance evaluation of custodial and recordkeeping service providers. The selected consultant will also assist with contract negotiations, fee benchmarking, and vendor coordination. The contract term is for one year with annual renewal options. Proposals are due by September 16, 2025, at 6 East 6th Street, Lawrence, KS. The anticipated project start date is January 1, 2026.
REQUIRED DELIVERABLES
Plan design recommendations, Investment education programs, Compliance advisement, Investment offering evaluations, Peer group benchmarks, Implementation and exit strategies, Participant disclosure reviews, Performance evaluations
REQUIRED ATTACHMENTS
457_Recordkeeper_RFP.pdf
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Work in government? Get Civic IQ free →Frequently asked questions
Common questions about this solicitation, answered from the record.
How do I respond to this RFP from City of Lawrence?
Review the full solicitation document for submission requirements, evaluation criteria, and deadlines. The submission deadline is September 16, 2025. The solicitation specifies required deliverables that must be addressed in your response. Be sure to include all required attachments as outlined in the solicitation. Submissions should be delivered to: 6 East 6th Street, Lawrence, KS, 66044. For questions, contact Molly Lake.
Where can I find more RFPs from City of Lawrence?
All active and historical solicitations from City of Lawrence are tracked and searchable. As a city agency, City of Lawrence regularly publishes solicitations. Visit the agency profile to see current open bids, past contracts, vendor relationships, and decision-maker contacts.
What is the contract term for this solicitation?
The anticipated contract term is 1 year. Contract terms may include renewal options.
What documents are required to bid on this RFP?
Requirements vary by solicitation, but common documents include a technical proposal, cost/price proposal, proof of insurance, relevant certifications, past performance references, and any forms specified in the solicitation. This solicitation specifically requires the following attachments: 457_Recordkeeper_RFP.pdf. Review the full document from City of Lawrence for the complete list.
Can small businesses or minority-owned firms bid on this RFP?
Most government agencies, including City of Lawrence in KS, encourage participation from small businesses, minority-owned, women-owned, and disadvantaged business enterprises (MBE/WBE/DBE). Check the full solicitation for any small business participation goals.
What happens after the RFP submission deadline?
After the deadline, the issuing agency reviews all submissions against the stated evaluation criteria. This typically includes a compliance check, technical evaluation, cost analysis, and may involve oral presentations with shortlisted vendors.
Can I ask questions about this solicitation before submitting?
Yes, most solicitations allow vendors to submit questions during a designated period. The primary contact is Molly Lake at (785) 832-3239. Questions and answers are typically shared with all prospective bidders.
What is the scope of this project?
This solicitation defines a specific project scope. The scope covers the following locations: Lawrence, KS. Review the full solicitation for detailed scope requirements.
What are the key deliverables?
The solicitation specifies the following deliverables: Plan design recommendations, Investment education programs, Compliance advisement, Investment offering evaluations, Peer group benchmarks, Implementation and exit strategies, Participant disclosure reviews, Performance evaluations. Proposals should clearly address how each deliverable will be met.
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