State University of New York (New York) posted this RFP on Oct 28, 2026. Responses are due Nov 27, 2026. Category: Financial & Banking. Questions are due 2026-11-04 17:00. Solicitation number 2140348.
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The State University of New York (SUNY) wishes to procure the services of a full-service retirement plan consulting firm for the University’s Defined Contribution Retirement Plans as further described in this RFP. SUNY seeks proposals from qualified respondents. The selected bidder will serve as a fiduciary to the State University of New York University-wide Benefits Office and Plans for all investment-related consulting services, and is expected to provide objective, third-party advice and counsel that will enable The State University of New York University-Wide Benefits Office to make well-informed decisions regarding System administration.
The purpose of this RFP is to solicit proposals from qualified respondents who can act as a full-service consulting firm on retainer for the University’s retirement program. The contractor will serve as a fiduciary to the State University of New York University-wide Benefits Office and Plans for all investment-related consulting services. The selected bidder will report to SUNY’s Director of University-Wide Benefits.
The advisor is expected to support a complex, multi-vendor environment that includes four recordkeepers (TIAA, Fidelity, Corebridge, and Voya) and a total of 62 active investments options, in addition to providing support across campuses, agencies, and system administration. [...]
To be considered by SUNY, the consulting firm must demonstrate the ability to provide the following services:
The consulting firm shall produce comprehensive quarterly reporting that includes:
The consulting firm shall also provide a custom SUNY retirement program dashboard and an annual interactive dashboard deliverable, and is expected to support a robust and ongoing meeting cadence, including approximately 286 meetings annually.
**Proposals Due:** November 27, 2026, 3:00 PM EST.
Answers provided on approximately November 13, 2026 5:00 PM EST.
Presentation, Demonstration, Interview: TBA. Notification of Award: TBA.
SUNY reserves the right, in its sole discretion, to modify the above schedule. Bidders will be notified via email of any changes in a timely manner.
*Summary Information Form*: THIS PAGE MUST BE SIGNED AND RETURNED WITH BIDDER’S RESPONSE.
In accordance with the requirements of New York State Finance Law Sections 139j and 139k (“Lobbying Law”), the restricted period for this procurement is now in effect and shall continue until the approval of a contract by SUNY, or if applicable, by the Office of the State Comptroller. Therefore, all communications regarding this procurement must be handled through the State University of New York’s designated contacts only.
MBE Goal: 16.00%. WBE Goal: 14.00%.
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Retirement Plan Consultant RFP - State University of New York, New York
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