IPHEC 403(b) Plan Advisory/Retirement Plan Consulting RFP 2026
Illinois Public Higher Education Cooperative (IPHEC), State Agency, IL·State Agency
- Primary Contact
- Graham LaMontagne · (217) 300-6452
- Scope Location
- Champaign, IL
- Submission Address
- 507 E. Green Street, Room 514, Champaign, IL, 61820
SUMMARY
The Illinois Public Higher Education Cooperative (IPHEC) seeks vendors for 403b plan advisory services, including compliance updates and investment monitoring for university retirement plans. Proposals are due by September 10, 2026.
REQUIRED DELIVERABLES
Quarterly/biannual/annual committee meeting facilitation, Documentation, Compliance updates, Investment policy and fund monitoring services, Evaluation, Recommendations for investment option offerings, Negotiations with investment recordkeepers
You're reading this because they made it public. Your competitor read the board minutes that named this project 6–18 months ago. We read those same minutes. Next time, read them first.
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 Illinois Public Higher Education Cooperative (IPHEC)?
Review the full solicitation document for submission requirements, evaluation criteria, and deadlines. The submission deadline is September 10, 2026. The solicitation specifies required deliverables that must be addressed in your response. Submissions should be delivered to: 507 E. Green Street, Room 514, Champaign, IL, 61820. For questions, contact Graham LaMontagne.
Is this solicitation still open for submissions?
Based on the posted deadline of September 10, 2026, this solicitation appears to still be accepting submissions. Deadlines may change through amendments or addenda, so always verify the current status directly with the issuing agency before preparing your response.
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. Review the full document from Illinois Public Higher Education Cooperative (IPHEC) for the complete list.
Can small businesses or minority-owned firms bid on this RFP?
Most government agencies, including Illinois Public Higher Education Cooperative (IPHEC) in IL, 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 Graham LaMontagne at (217) 300-6452. 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: Champaign, IL. Review the full solicitation for detailed scope requirements.
What are the key deliverables?
The solicitation specifies the following deliverables: Quarterly/biannual/annual committee meeting facilitation, Documentation, Compliance updates, Investment policy and fund monitoring services, Evaluation, Recommendations for investment option offerings, Negotiations with investment recordkeepers. Proposals should clearly address how each deliverable will be met.
Bring us your territory.
We'll show you what is forming.
B2G and SLED sales intelligence. Surface government procurement signals from 80,000+ state, local, and education agencies months before the RFP.