Bristol County Retirement Board Request for Proposals

Institutional Custodial/Master Trust Services

The Bristol County Retirement Board is considering the procurement of a qualified bank or financial institution to provide institutional custodial/master trust services.  The Fund is valued at approximately $675 million and is currently comprised of eight separately managed portfolios (six equity and two fixed income) and thirty-three “pooled” portfolios.  

Individual contracts will be awarded and stated in accordance with M.G.L. Ch. 32 and all applicable guidelines administered by the Public Employees Retirement Administration Commission (PERAC).  The Board reserves the right to cancel or reject any or all proposals at its discretion. 

To obtain a copy of the RFP please visit http://segalmarco.com/about-us/client-rfps/

No phone calls, please.  RFPs may be obtained up to the proposal deadline.

Deadline:

Proposal deadline is Thursday, June 7, 2018, at 3:00 PM EST.

Contact

Fax

508-880-8749

Address

Bristol County Retirement Board, County Crossing, 645 County Street, Taunton, MA 02780

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