IRIS Issues ‘Request for Proposal’ for Retirement Plan Consulting Services

This Request for Proposal (RFP) is for consulting services to:

  • serve as co-fiduciary with IRIS
  • help manage the 403(b) investment portfolio
  • educate plan participants

IRIS desires comprehensive and integrated retirement plan consulting services to provide knowledge, guidance, and insight to IRIS personnel regarding matters related to retirement and investments. IRIS requests proposals for managing its retirement plans and to provide guidance, support, and training on various retirement products available.

Proposals are due no later than Monday, July 10, 2017, at 5:00 p.m. ET via email to:

Download the Request for Proposal (514 KB)
Download Amendment #1 - Questions and Answers 6-27-2017 (83 KB)
Download Amendment #2 - Questions and Answers 6-30-2017 (82 KB)