Request for Proposals for Stable Value Manager #G50B1400004 (04/2011)

This procurement was cancelled July 1, 2011 due to a change in requirements. A new solicitation will be introduced in the coming months.



This procurement was awarded to Segal Advisors and finalized on October 19, 2011 with the Board of Public Works.

Request for Proposals for Investment Advisor and General Pension Consultant #G50B1400005
(04/2011)

The $2.5 billion Maryland Supplemental Retirement Plans Board of Trustees seeks general pension consulting and investment advisory services under a five year contract, as related to the supplemental retirement plans under their authority and supervision: the 457(b) plan; the 401(k) savings and investment plan; the 403(b) tax-sheltered annuity plan; and the 401(a) match plan. Quarterly investment performance reports are to be completed within 45 days of each quarter end. This arrangement requires attendance at all Board meetings and Investment Committee meetings, preparation and coordination of annual Board planning meetings, research and advice for four investment searches per year, analysis and advice for a stable value manager in the fifth year, and assistance with participant communications. Finally, this advisor will be required to deliver a biennial report of in-depth evaluation of investment options and plan features. An optional Preproposal Conference is scheduled for May 11, 2011 at 1 PM, and Proposals due June 1, 2011 before 2 PM. See attachments for the Request for Proposals document and important additional information. Request for Proposals is also available from the website for Maryland state government commerce (www.eMarylandmarketplace.com) or by selecting the following link.