Awarded vendors
- CAPFinancial Partners, LLC – CAPTRUST
Description
This contract awards CAPFinancial Partners, LLC (CAPTRUST) the right to provide advisory consulting services for Fauquier County’s 403(b) and 457(b) retirement plans. The vendor will advise on plan administration, compliance, investment strategy, and overall fiduciary management for the duration of the contract, with the possibility of up to five one‑year extensions. The engagement is a single‑award, competitively solicited effort, and the work is expected to support the county’s employees and public school staff in achieving sound retirement outcomes.
• Scope: 403(b) and 457(b) plan advisory (administration, compliance, investment, fiduciary guidance).
• Term: Jan 24 2025 – Oct 31 2025, with up to five optional one‑year renewals.
• Award: Single‑vendor, competitive RFP; vendor selected is CAPFinancial Partners, LLC – CAPTRUST.