City of Mountlake Terrace Investment Advisory Services for Public Sector Defined Contribution Plans RFP
City of Mountlake TerraceCity · Mountlake Terrace, WA- Due
- Dec 30, 2025
- Deadline passed
- Posted
- Nov 26, 2025
Hear what Mountlake Terrace plans next before it's posted.
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Summary
The City of Mountlake Terrace is seeking a professional investment advisory firm to provide fiduciary oversight and strategic guidance for its public sector defined contribution plans, specifically 401(a) and 457(b) plans.
The selected firm will assist with strengthening plan governance, optimizing investment performance, and identifying cost efficiencies. Key responsibilities include investment oversight, vendor management, participant engagement, and plan administration best practices. Applicants must demonstrate experience with governmental agencies and public sector retirement programs. Submissions are due via email to [email protected] by December 30, 2025.
REQUIRED ATTACHMENTS
https://www.cityofmlt.com/DocumentCenter/View/21539
- Submit to
- [email protected]
- Scope location
- Mountlake Terrace, WA
Questions about this RFP
How do I respond to this RFP from City of Mountlake Terrace?
Review the full solicitation document for submission requirements, evaluation criteria, and deadlines. The submission deadline is December 30, 2025. Be sure to include all required attachments as outlined in the solicitation. Submissions should be delivered to: [email protected].
Can small businesses or minority-owned firms bid on this RFP?
Most government agencies, including City of Mountlake Terrace in WA, 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.
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Where can I find more RFPs from City of Mountlake Terrace?
All active and historical solicitations from City of Mountlake Terrace are tracked and searchable. As a city agency, City of Mountlake Terrace regularly publishes solicitations. Visit the agency profile to see current open bids, past contracts, vendor relationships, and decision-maker contacts.
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: https://www.cityofmlt.com/DocumentCenter/View/21539. Review the full document from City of Mountlake Terrace for the complete list.
What is the scope of this project?
This solicitation defines a specific project scope. The scope covers the following locations: Mountlake Terrace, WA. Review the full solicitation for detailed scope requirements.