Town of South Whitehall Pension Plan Admin, Investment, Actuarial, and Custodial Services RFP 2026
Town of South WhitehallCity · Allentown, PA- Due
- Apr 29, 2026
- Deadline passed
- Primary contact
- Tom Petrucci
- (610) 398-0401
The 30-second brief
The Township of South Whitehall is seeking professional firms for pension plan administration, investment advisory, actuarial, and custodial services for municipal pension plans. Proposals are due by April 29, 2026.
Pension plan administration, Investment advisory, Actuarial, Custodial services
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Summary
The Township of South Whitehall is seeking professional firms for pension plan administration, investment advisory, actuarial, and custodial services for municipal pension plans. Proposals are due by April 29, 2026.
REQUIRED DELIVERABLES
4- Pension plan administration
- Investment advisory
- Actuarial
- Custodial services
- Submit to
- 4444 Walbert Ave, Allentown, PA, 18104
- Scope location
- Lehigh, PA
- Reported agency
- Township of South Whitehall
Questions about this RFP
How do I respond to this RFP from Town of South Whitehall?
Review the full solicitation document for submission requirements, evaluation criteria, and deadlines. The submission deadline is April 29, 2026. The solicitation specifies required deliverables that must be addressed in your response. Submissions should be delivered to: 4444 Walbert Ave, Allentown, PA, 18104. For questions, contact Tom Petrucci.
Can small businesses or minority-owned firms bid on this RFP?
Most government agencies, including Town of South Whitehall in PA, 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 Tom Petrucci at (610) 398-0401. Questions and answers are typically shared with all prospective bidders.
What are the key deliverables?
The solicitation specifies the following deliverables: Pension plan administration, Investment advisory, Actuarial, Custodial services. Proposals should clearly address how each deliverable will be met.
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Where can I find more RFPs from Town of South Whitehall?
All active and historical solicitations from Town of South Whitehall are tracked and searchable. As a city agency, Town of South Whitehall 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. Review the full document from Town of South Whitehall for the complete list.
What is the scope of this project?
This solicitation defines a specific project scope. The scope covers the following locations: Lehigh, PA. Review the full solicitation for detailed scope requirements.