Account Opening and Enrollment Management

This subcontract for Account Opening and Enrollment Management focuses on the administration of deferred compensation projects for Gilbert Public Schools. The selected contractor is responsible for managing account establishment and enrollment for prime contractors, which includes collecting employee documentation, managing beneficiary designations, and coordinating directly with recordkeepers and account custodians. The primary objective is to deliver confirmed active 403(b) or HRA accounts for all eligible employees while ensuring all sensitive personally identifiable information is handled in strict accordance with regulatory compliance standards. The opportunity was posted on September 4, 2026, with a response deadline of September 25, 2026. It is categorized under NAICS code 541219 and is managed by the Purchasing agency in Arizona. Interested parties can find further details through the OpenGov procurement portal.