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Announcement of RFP for Retirement Plan Administration and Record Keeping Services

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LC26028State & Local

Contract Overview

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

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Lane County is seeking proposals from qualified firms to provide comprehensive administration, record keeping, education, and investment-related services for its 457 Deferred Compensation Plans and 401(a) Defined Contribution Plan. The primary objectives of this solicitation are to enhance participant retirement outcomes, improve education and communication, and implement robust online transaction capabilities. Additionally, the County aims to reduce expenses, evaluate competitive pricing structures, and streamline administrative functions through automation and integrated reporting. Interested parties must request solicitation documents from the designated consultants by November 12, 2026, at 5:00 PM. The final deadline for proposal submissions is November 20, 2026. The selected firm will be expected to ensure an orderly transition of assets and services while maintaining a strong working relationship with the Deferred Compensation Advisory Committee.

General Info

Lane County seeks proposals for 457 and 401(a) plan administration and investment services.

Agency

Oregon → Lane County

NAICS

524292 - Pharmacy Benefit Management and Other Third Party Administration of Insurance and Pension Funds

Place of Performance

OR, USA

Set-Aside

NONE

Documents

0

No documents available

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Timeline

PhaseSolicitation
Posted

Solicitation

Response Deadline

Submission deadline

Response Deadline

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Organization & Contact Information

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AgencyOregon → Lane County
Contacts1 person available
OfficeUSA
Organization / AgencyOregon → Lane County
Office AddressUSA
Contacts
Lane County Procurement
contact@example.gov

Full Description

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Lane County is soliciting proposals from qualified firms to provide retirement plan administration, record keeping, education, communications, investment-related, and other services for the County's 457 Deferred Compensation Plan #301055, 401(a) Defined Contribution Plan, and 457 Deferred Compensation Plan #301288.
Parties interested in submitting a proposal for this RFP may obtain the solicitation documents by emailing a request to the County's Consultant Audrey White and Matt Morganroth at audrey.white@morganstanley.com and matt.morganroth@morganstanley.com no later than November 12, 2026 at 5:00 PM.
The primary goals for this Request for Proposal process include the following:
§  Enhancing participant retirement outcomes;
§  Analyzing the overall competitiveness of the Plans;
§  Providing for the integrated administration and reporting for the Plans;
§  Improving participant education and communication services;
§  Enhancing the formal education for the Deferred Compensation Advisory Committee (hereinafter “Committee”);
§  Providing robust on-line transaction and information capabilities;
§  Providing support for as many administrative functions as deemed appropriate;
§  Evaluating alternative pricing structures;
§  Reducing participant and Plan expenses;
§  Reducing County administration and providing reliable automation of services where appropriate;
§  Providing for an orderly and timely transition of assets and services if necessary; and
§  Continuing the formal record keeper/Committee working relationship.

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