Project Information

Bid Title

RFP Portfolio Monitoring Services

Issuing Agency

Plymouth County Retirement Association

Location

Massachusetts

Published Date

Jun 10, 2025

Closing Date

Jun 20, 2025

Government Level

State & Local

Status

Closed

Original Source

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Bid Documents

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Project Description

RFP Portfolio Monitoring Services

Bid/RFP Status

Open - accepting bids and proposals

Bid/RFP Due Date

Fri, 06/20/2025 - 12:00 PM

Plymouth County Retirement Board – Request for Proposals

The Plymouth County Retirement Board is seeking proposals from qualified law firms to provide portfolio monitoring as well as securities litigation services on a contingency/no-cost basis to the system.

The Plymouth County Retirement Board is a governmentally defined benefit pension fund with approximately $1.54 billion in assets and serves approximately 11,591 participants from 24 municipalities, 5 regional schools, 17 housing authorities, and 6 special districts throughout the South Shore and Southeastern parts of Massachusetts.

All investments made by the Plymouth County Retirement Board are subject to the provisions of the Massachusetts General Laws, Chapter 32, as amended by Chapter 176 of the Acts of 2011, and the rules and regulations of the Public Employees Retirement Administration Commission (PERAC), 840 CMR.

The selected firm or firms must have familiarity and agree to comply with any and all applicable laws, PERAC regulations, and disclosures. The Board reserves the right to cancel or reject in whole or in part any or all proposals in the best interest of the system.

The proposal deadline is June 20, 2025, at 12:00 PM EDT; the RFP may be obtained up to the proposed deadline.

Supporting Documents

• RFP Portfolio Monitoring Services 301.17 KB

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Commodity Codes

• NAICS 541511Custom Computer Programming Services
• NAICS 541611Administrative Management and General Management Consulting Services
• NAICS 561621Security Systems Services (except Locksmiths)

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