Washington Saves is hiring a consultant to help advise and oversee investment design, risk management, and performance monitoring for our new retirement savings program.
This is a strategic role supporting the launch of a new retirement program from the ground up. Tasks and deliverables will evolve over time as we move from planning to implementation and as the Board makes key program design decisions.
We’re looking for a firm or team that can help with:
- Policy Development: Develop investment beliefs and an Investment Policy Statement.
- Investment Design: Recommend investment structures and default options.
- Vendor Procurement: Assist in selecting and overseeing investment managers.
- Governance Support: Monitor and report on fund performance and fees to ensure transparency and accountability.
To review the RFP, visit WEBS at https://pr-webs-vendor.des.wa.gov/BidCalendar.aspx and select “Financial Institutions, Department of” from the drop-down menu. Registration is required to download the full RFP.
For more information, please contact the Procurement Coordinator, Jonathan Herrera at info@wasaves.wa.gov.
Summary of key dates
- Deadline for Submitting Bids: January 11, 2026
- Competitive Solicitation Posted: November 13, 2025
- Pre-bid conference: December 3, 2025 at 1:00 pm
- Question-and-answer period:
- Question due date: December 29, 2025
- Posting date: January 5, 2026
- Submit questions or concerns about this solicitation in writing to the Procurement Coordinator: Jonathan Herrera at info@wasaves.wa.gov.