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Defined Contribution Investment and Fiduciary Consultant
The County of San Mateo Human Resources Department is seeking a qualified investment and fiduciary consultant to provide comprehensive advisory services for its defined contribution (DC) retirement program. The program consists of five plans with combined assets of approximately $982 million as of March 31, 2026, serving 15,307 participants (with some overlap across plans). The plans include a §457 Voluntary Plan ($929M), §401a Mandatory Plan ($23M), §457 OBRA Plan ($17M), §401a OBRA Plan...
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# of RFPs: 19
# of RFPs: 19
# of RFPs: 19
# of RFPs: 19
Start for Free (no CC)
Start for Free (no CC)