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This Solicitation opportunity from Massachusetts was posted on September 5, 2024. The submission period has ended. Browse the details below for market research, or find similar active opportunities.

24-DC-457(b) and 401(k) Plan-TPA & Recordkeeping Services

Closed
BD-25-1108-TREAN-ANF00-107187State & Local

Contract Overview

Solicitation details, issuing organization, response deadlines, documents, and interested companies for this government contract opportunity.

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POSTED

1 day ago

DEADLINE

in 25 days

AI Contract Overview

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The Commonwealth of Massachusetts is seeking qualified firms to provide third-party administration and recordkeeping services for its IRC 457(b) Employees Deferred Compensation Plan (SMART Plan) and the 401(k) multiple employer Defined Contribution CORE Plan. The contract aims to support the administration of these retirement plans, which serve state employees, with a contract value estimated between 5 million and 15 million dollars. The solicitation was posted on September 5, 2024, with a deadline for responses set for October 21, 2024. The Office of the State Treasurer, a State and Local Government Entity (SLED), is overseeing the procurement process, and interested firms can find additional details and submit responses through the provided online link. The primary contact for this solicitation is Elizabeth F. Morrocco, reachable via email or phone, who will facilitate communication and further inquiries related to the contract.

General Info

Documents

5

24-DC-457(b) and 401(k) Plan- TPA & Recordkeeping Services

PDF, High priority: read this firstrfp
High

Commonwealth of Massachusetts IRC 457 & 401(k) Plan Response Template Questionnaire

PDF, High priority: read this firstq-and-a
High

Exhibit A: Required Contract Documents for Review

DOCX, High priority: read this firstspecifications
High

Exhibit A: Required Contract Documents for Review

DOCX, High priority: read this firstspecifications
High

State of MA 401(k) Plan Draft Operational Flow

PDF, High priority: read this firstspecifications
High

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Timeline

PhaseClosed
Posted

Solicitation

Response Deadline

Deadline has passed

Submission Closed

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Organization & Contact Information

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AgencyMassachusetts → Office of the State Treasurer
Contacts1 person available
OfficeN/A
Office AddressN/A
Contacts

Full Description

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The Treasury requests responses from qualified firms to provide TPA & Recordkeeping Services for the Commonwealth of Massachusetts IRC 457(b) Employees Deferred Compensation Plan (SMART Plan) and 401(k) multiple employer Defined Contribution CORE Plan (CORE Plan).

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