457 Investment Advisor

The City of Lawrence, Kansas is seeking proposals from qualified firms to provide comprehensive investment advisory and consulting services for its retirement plan. The scope of services includes ongoing evaluation, analysis, and recommendations concerning the design and structure of the Plan, review and recommendation of participant investment education programs, monitoring and analysis of emerging industry trends, and more. The selected consultant will be expected to attend meetings and collaborate with the City and Plan vendors to support participant education initiatives. The contract term will be for one year, with the option to renew annually based on satisfactory performance and budget approval. • Ongoing evaluation and analysis of the Plan's design and structure • Review and recommendation of participant investment education programs • Monitoring and analysis of emerging industry trends • Collaboration with the City and Plan vendors to support participant education initiatives • Attendance at meetings, either in person or virtually, as requested by the City