Banking Services

USA (Harrisburg, Pennsylvania) – Pension Investment Management and Custodial Services

📍 Pennsylvania, USA Posted: June 23, 2026 Deadline: August 7, 2026

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

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