The following RFP was issued through InHUB.
Organization Name and HQ: Meggitt-USA, Inc., Simi Valley, CA
Mandate Size: $591,704,768
eRFP Type: Investment Consultant
Account Type: 401(k) Plan
Number of Candidates: 8
Purpose of the RFP: As fiduciaries, the Committee would like to evaluate this relationship prudently and gain insight into the fees and services typical in the current market for plans of this size and type.
Incumbent Invited: Yes, Newport Capital Group
Scoring Methodology: I. People, 20%. II. Philosophy, 20%. III. Process, 20%. IV. Performance Reporting, 20%. V. Price, 20%.
Timeline: 6/13/2016 Proposal Due Date, 7/25/2016 Finalists Decision Expected with Presentations occurring in early August
