Retirement Benefits Consulting Services

Project Information

Bid Title: Retirement Benefits Consulting Services
Issuing Agency: Lake County
Location: Illinois
Published Date: Oct 1, 2025
Closing Date: Oct 22, 2025
Government Level: State & Local
Status: Closed
Ref. #: 25269
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Project Description: Number:
25269

Title:

Retirement Benefits Consulting Services

Description:

This Request for Proposal (RFP) is for the purpose of establishing a contract with a qualified professional consulting firm to assist Lake County in the Mission Square 457 (b) Retirement Benefit Plan Fiduciary Risk Mitigation & Plan Governance, to provide a framework for selecting investment options in the plan; Investment Advisory Services; Vendor Due Diligence; Fee Benchmarking and Negotiation and Vendor On-going Management; Compliance Consulting & Support; Plan Optimization Review & Strategic Planning; quarterly meetings and employee training and consultation. Advisory/Consulting fees to be paid through the plan; by the participants investing in the Mission Square plans.

Addendum:

NA

PurchasingContact:

Lake County Purchasing

ContactPhone:

847.377.2929

ContactFax:

847.984.5889

ContactEmail:

Purchasing@lakecountyil.gov

Location:

Lake County Purchasing : 18 N County St. - 9th Floor
Waukegan, Illinois 60085
United States

Advertised Date:

10/1/2025

DueDate/Time:
10/22/2025 11:00 AM, CST

Due Description:

Please note: Responses are due at 11:00AM CST local time on October 22, 2025.

Presubmittal Meeting Date/Time:

N/A

Presubmittal Meeting Details:

N/A

Questions Due Date/Time:
10/15/2025 11:00 AM, CST

Questions Details:

Deadline for all questions is October 15th,
2025 by 11:00am CST.

Notes:
Commodity Codes: NAICS 541611Administrative Management and General Management Consulting Services
NAICS 541612Human Resources Consulting Services

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Number:	25269
Title:	Retirement Benefits Consulting Services
Description:	This Request for Proposal (RFP) is for the purpose of establishing a contract with a qualified professional consulting firm to assist Lake County in the Mission Square 457 (b) Retirement Benefit Plan Fiduciary Risk Mitigation & Plan Governance, to provide a framework for selecting investment options in the plan; Investment Advisory Services; Vendor Due Diligence; Fee Benchmarking and Negotiation and Vendor On-going Management; Compliance Consulting & Support; Plan Optimization Review & Strategic Planning; quarterly meetings and employee training and consultation. Advisory/Consulting fees to be paid through the plan; by the participants investing in the Mission Square plans.
Addendum:	NA
PurchasingContact:	Lake County Purchasing
ContactPhone:	847.377.2929
ContactFax:	847.984.5889
ContactEmail:	Purchasing@lakecountyil.gov
Location:	Lake County Purchasing : 18 N County St. - 9th Floor Waukegan, Illinois 60085 United States
Advertised Date:	10/1/2025
DueDate/Time:	10/22/2025 11:00 AM, CST
Due Description:	Please note: Responses are due at 11:00AM CST local time on October 22, 2025.
Presubmittal Meeting Date/Time:	N/A
Presubmittal Meeting Details:	N/A
Questions Due Date/Time:	10/15/2025 11:00 AM, CST
Questions Details:	Deadline for all questions is October 15th, 2025 by 11:00am CST.
Notes:

Retirement Benefits Consulting Services

Project Information

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