Defined Contribution/Compensation Plans Investment Advisory Services
| Project #: | RFL270049LJ (RFP) |
|---|---|
| Category: | Request for Proposal (> $250K - < $2M) |
| Department: | Finance & Administrative Services |
| Issued by: | TriMet |
| Publish Date: | Sep 22, 2026 12:45PM |
| Proposals Due Date: |
Oct 14, 2026 11:30AM
(Pacific Daylight Time)
|
| Status: | Open |
Description
Addendum #1, answering Proposer posed questions is available for download. Please download the Addendum #1 document via this Bid Locker portal. Proposers are reminded that they are required to acknowledge receipt of all Addenda on Form 1.1.2 (Receipt of Addenda), as part of their proposal submission package.
Defined Contribution/Compensation Plans Investment Advisory Services
Attachments
This project has the following solicitation documents.
You will need to:
Be logged into Bid Locker- Be registered with TriMet
For Questions or Additional Information, Contact:
Name: Linda L. Joy
Email: JoyL@trimet.org
Solicitation Keyword Tags
Advisory Services, Compensation Plans, Contribution Plans, Employee Pension Planning, Financial Plan Advisors, Financial Plans, Pension Fund Planning, Pension Funds
Commodity Codes and Solicitation Change History
Commodity Codes (NAICS):
- 523160
- Brokerages, Commodity Contracts; Commodity Contract Pool Operators; Commodity Contract Trading Companies; Commodity Contracts Brokerages; Commodity Contracts Brokers' Offices; Commodity Contracts Dealing (I.E., Acting As A Principal In Dealing Commodities To Investors); Commodity Contracts Floor Brokers; Commodity Contracts Floor Traders (I.E., Acting As A Principal In Dealing Commodities To Investors); Commodity Contracts Floor Trading (I.E., Acting As A Principal In Dealing Commodities To Investors); Commodity Contracts Options Brokerages; Commodity Contracts Options Dealing (I.E., Acting As A Principal In Dealing Commodities To Investors); Commodity Contracts Traders (I.E., Acting As A Principal In Dealing Commodities To Investors); Commodity Futures Brokerages; Financial Futures Brokerages; Foreign Currency Exchange Brokering Services; Foreign Currency Exchange Dealing (I.E., Acting As A Principal In Dealing Commodities To Investors); Foreign Currency Exchange Services (I.E., Selling To The Public); Futures Commodity Contracts Brokerages; Futures Commodity Contracts Brokers' Offices; Futures Commodity Contracts Dealing (I.E., Acting As A Principal In Dealing Commodities To Investors); Trading Companies, Commodity Contracts; Virtual Currency (Cryptocurrency) Brokering; Virtual Currency (Cryptocurrency) Dealing; Virtual Currency Exchange Services (I.E., Selling To The Public)
- 523940
- Certified Financial Planners, Customized, Fees Paid By Client; Financial Investment Advice Services, Customized, Fees Paid By Client; Financial Planning Services, Customized, Fees Paid By Client; Investment Advice Consulting Services, Customized, Fees Paid By Client; Investment Advice Counseling Services, Customized, Fees Paid By Client; Investment Advisory Services, Customized, Fees Paid By Client; Investment Management; Managing Investment Funds; Managing Mutual Funds; Managing Personal Investment Trusts; Managing Trusts; Mutual Fund Managing; Pension Fund Managing; Personal Investments Trusts, Managing; Portfolio Fund Managing; Private Equity Fund Managing
- 524292
- Claims Processing Services, Insurance, Third Party; Employee Benefit Plans, Third Party Administrative Processing Services; Insurance Claims Processing Services, Third Party; Insurance Fund, Third Party Administrative Services (Except Claims Adjusting Only); Insurance Plan Administrative Services (Except Claims Adjusting Only), Third Party; Pension Fund, Third Party Administrative Services; Pharmacy Benefit Management (PBM) Services
- 525110
- Employee Benefit Pension Plans; Funds, Employee Benefit Pension; Funds, Pension; Pension Funds; Pension Plans (E.G., Employee Benefit, Retirement); Plans, Pension; Retirement Pension Plans; Union Pension Funds
- 525120
- Employee Benefit Plans (Except Pension); Funds, Health And Welfare; Health And Welfare Funds; Plans, Health- And Welfare-Related Employee Benefit; Union Health And Welfare Funds
- 541612
- Actuarial Consulting Services (Except Insurance Actuarial Services); Benefit Consulting Services; Compensation Consulting Services; Compensation Planning Services; Employee Assessment Consulting Services; Employee Benefit Consulting Services; Employee Compensation Consulting Services; Human Resource Consulting Services; Labor Relations Consulting Services; Organization Development Consulting Services; Personnel Management Consulting Services
Changes to This Listing:
| Change | Date | Is Addendum? |
|---|---|---|
| The solicitation description has changed. The following bid documents were added: Addendum #1_RFL270049LJ.pdf The following bid documents were removed: Form 1A_Questions Exceptions or Deviations Form_RFL270049LJ.xlsx |
Oct 6, 2026 |
|
About TriMet
The Tri-County Metropolitan Transportation District of Oregon (TriMet), is a municipal corporation of the State of Oregon that serves as the primary public transit provider for the Portland metropolitan area. Covering a 533 square mile district across Multnomah, Washington, and Clackamas counties; and extends from Troutdale to Forest Grove (east to west), and from Sauvie Island to Oregon City and Estacada (north to south). The agency is responsible for a multimodal network including the MAX Light Rail, an extensive bus system, the WES Commuter Rail, Frequent Express (FX), and LIFT Paratransit. As a public entity, TriMet operates under a seven-member board of directors appointed by the Governor of Oregon and is subject to the Oregon Public Contracting Code and its own specific Contract Review Board (TCRB) Rules.
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