USA (Harrisburg, Pennsylvania) – Pension Investment Management and Custodial Services
Budget
Looking for Proposals
Scope of Work
(1) Vendor needs to provide pension investment management and custodial services to the government authority located in Harrisburg, PA. - Provide custody and safekeeping of all investments; settle trades; and collects and reinvests all interest, dividends, and capital gains in the portfolios.- Provide year-end detailed report of all payments made to retiree and beneficiaries and terminated participants.- Have access to an investment manager who represents our plan’s single point of contact for the plan administrator or committee members.- Serve as the plans’ corporate trustee, fiduciary; and work closely with the investment manager.- Perform investment management of two pension portfolios. - Assist the pension committee in the review of the plan IPS on a periodic basis- Custodial and trustee services.(2) All the questions must be submitted no later than July 31, 2026. (3) The contract period will be for five years.
Eligibility
Onshore (USA Organization Only);
Place of Performance
Performance of the work will be onsite or offsite.
Questions & Answers Deadline
July 31, 2026