RFP Custodial/Master Trust Services

Plymouth County Retirement Board – Request for Proposals

The Plymouth County Retirement Board ("Board") is seeking proposals from qualified financial institutions to provide institutional custodial/master trust services. The Fund of the Plymouth County Retirement System ("System") is valued at approximately $1.6 billion. Qualified respondents will have established experience servicing public fund retirement plans and have reporting capabilities to meet the specialized requirements of the System.

The custody agreement made between the selected vendor and the Board is subject to mandatory contract terms and provisions of the Massachusetts General Laws, Chapter 32 section 23B, as amended by Chapter 176 of the Acts of 2011, and the rules and regulations of the Public Employee Administration Commission ("PERAC"), 840 CMR. The selected custodial/master trust services must have familiarity and agree to comply with any and all applicable laws and PERAC regulations.

The date of release for this RFP is December 1, 2025. The Board reserves the right to cancel or reject in whole or part any or all proposals in the best interest of the Retirement System. Proposals must be received at the Plymouth County Retirement Board prior to January 9, 2026, at 12:00 PM ET. Proposals will not be accepted after the closing date and time.