This Solicitation opportunity from California was posted on May 9, 2025. The submission period has ended. Browse the details below for market research, or find similar active opportunities.

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Closed Pension Plans and Other Post-Employment Benefits Actuarial Services

Closed

Closed Pension Plans and Other Post-Employment Benefits Actuarial ServicesState & Local

Submission Closed05/23/2025, 12:00:00 AM UTC

Contract Overview

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

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NAICS: 525110

International

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Cleveland Fire Authority

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DEADLINE

403b Retirement Plan Services

Solicitation # 26-01

Head Start of Greater Dallas, Inc. is soliciting proposals for an experienced and licensed financial management institution or plan manager to administer an employer-sponsored 403(b) retirement plan for approximately 687 employees. The scope of work includes managing plan assets of 15 million dollars and supporting an employer match of 50 percent of employee contributions, currently set at 6 percent. The selected provider must ensure all plan documents meet or exceed ERISA and IRS guidelines and provide a detailed implementation timeline and change-over schedule within five days of the award. The contract is anticipated to be a fixed-price agreement with options for additional years. Proposals must be submitted in hardcopy format by November 9, 2026, and include a separate sealed cost proposal with a full fee disclosure form covering start-up, administration, and investment product fees. Evaluation will be based on a point-based system considering the firm's experience, staff qualifications, and responsiveness to the RFP requirements. Key requirements for the contractor include providing proof of liability and errors and omissions insurance, adhering to anti-lobbying and non-discrimination certifications, and complying with the Davis-Bacon Act if on-site labor costs exceed 2,000 dollars. Award will be granted to a responsible and responsive offeror who demonstrates a proven track record in administering retirement plans for non-profit organizations.

HEAD START GREATER DALLAS, INC

POSTED

2 months ago

DEADLINE

in 12 days

AI Contract Overview

The City of Richmond is seeking proposals from qualified firms to provide actuarial services for two closed pension plans and two other post-employment benefit (OPEB) plans, along with related analysis of retirement benefits. The contract is expected to last three years, with an option to renew for up to two additional years in one-year increments, contingent upon mutual agreement. The scope of work includes detailed actuarial assessments, valuation, and analysis necessary to manage and report on these benefit plans. Vendors must adhere strictly to the RFP requirements, as failure to submit complete and compliant proposals may result in disqualification. The solicitation emphasizes the importance of understanding all provided documentation, and interested firms are encouraged to review the full proposal package carefully. The project is posted under solicitation number "Closed Pension Plans and Other Post-Employment Benefits Actuarial Services" with a response deadline of May 23, 2025. The contract size ranges from $500,000 to $2,000,000, and the services are to be performed within California. The primary point of contact is Jerry Gurule, reachable via email at [email hidden]. This opportunity is managed by the City of Richmond, which is part of the State and Local Government (SLED) sector, and the detailed information about the solicitation can be accessed through the provided online portal.

General Info

Agency

California → City of Richmond

NAICS

525110 - Pension Funds

Place of Performance

CA, USA

Set-Aside

NONE

Documents

No documents available

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AI Contract Breakdown

Uniform Contract Format

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Timeline

PhaseClosed

PostedMay 9

Solicitation

Response DeadlineMay 23

Deadline has passed

Submission Closed

05/23/2025, 12:00:00 AM UTC

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Organization & Contact Information

AgencyCalifornia → City of Richmond

Contacts1 person available

OfficeN/A

Organization / AgencyCalifornia → City of Richmond

Office AddressN/A

Contacts

Jerry Gurule

contact@example.gov

Full Description

The City of Richmond is requesting proposals from qualified firms to provide actuarial services for two Closed Pension Plans and two Other Post-Employment Benefit (OPEB) plans and other related analysis pertaining to retirement benefits. This request for proposal (RFP) describes the project, the required scope of services, the consultant selection process, and the minimum information that must be included in the proposal. Failure to submit information in accordance with the RFP requirements and procedures may be cause for disqualification. The anticipated term of this contract will be for a period of three (3) years and an option to renew for two additional years in one-year intervals upon mutual agreement of both parties. Vendors are required to read and understand all information contained within this entire Proposal package. By responding to this RFP, the vendor agrees to read and understand these documents.