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Consulting Services Sought for CalSavers

Government Affairs

The California Retirement Savings Board has issued a request for proposals (RFP) for consulting services for CalSavers, the state-run retirement plan that provides coverage for private-sector employees whose employers do not. 

The Board seeks a contractor to provide technical and administrative consultation services. More specifically, it seeks a qualified general consultant, including a registered municipal advisor, to provide expertise on the state-run retirement program industry. 

This includes experience concerning trends in:

  • customer service standards;
  • pricing; 
  • program comparison analyses; and 
  • relevant federal law and regulation. 

It also includes: 

  • providing the board with educational training regarding governance and fiduciary duty; and
  • serving as a resource to the Executive Director and program staff for consultation and review of ad-hoc projects.

Bids are due by May 25, 2023.