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This Government Contract opportunity from Massachusetts was posted on April 10, 2026. The submission period has ended. Browse the details below for market research, or find similar active opportunities.

403(b) Plan Document Compliance & Customization

Closed
State & Local

Contract Overview

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The contract entails drafting, reviewing, and maintaining 403(b) plan documents specifically designed to comply with IRS guidelines while aligning with the policies of the school district. The documents must also adhere to the Employee Retirement Income Security Act (ERISA) and the regulations governing Massachusetts public sector entities. The goal is to ensure the plan’s compliance, customization, and ongoing accuracy in accordance with applicable federal and state laws. Issued by Needham Public Schools in Massachusetts, this subcontract opportunity is identified under NAICS code 541110, which covers legal services. The place of performance is located on Highland Avenue in Needham, MA, with a proposal submission deadline of May 11, 2026. The contract is intended for specialized legal expertise in employee benefit plan compliance within the educational public sector.

General Info

Provide legal services to draft and maintain compliant 403(b) plan documents for Needham schools.

Place of Performance

Highland Ave Needham, MA, 02492, USA

Set-Aside

NONE

Documents

This scope was carved out of #27SCH001G.

The full solicitation package (1 document), including the RFP, is on the prime solicitation, not on this scope.

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403

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Timeline

PhaseClosed
Posted

subcontract

Response Deadline

Deadline has passed

Submission Closed

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Organization & Contact Information

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AgencyMassachusetts → FD001 - Needham Public Schools
ContactsNo contacts available
OfficeN/A
Office AddressN/A
ContactsNo contact information available

Full Description

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Draft, review, and maintain IRS-compliant 403(b) plan documents tailored to school district policies, ensuring adherence to ERISA and Massachusetts public sector rules.

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