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This Solicitation opportunity from Kentucky was posted on November 18, 2025. The submission period has ended. Browse the details below for market research, or find similar active opportunities.

Deferred Compensation Plan Services

Closed
RFP260119State & Local

Contract Overview

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

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NAICS: 525110
SLED
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

about 2 months ago

DEADLINE

in 27 days

General Info

Agency

Kentucky → City Of Louisville

Place of Performance

KY, USA

Set-Aside

NONE

Documents

10

Addendum 1 to RFP 260119 Deferred Compensation Plan Services

PDF, High priority: read this firstamendment
High

Addendum 2 to RFP 260119 Deferred Compensation Plan Services

PDF, High priority: read this firstamendment
High

GFE-1 Good Faith Efforts Subcontractor Form

PDF, High priority: read this first1 page · gfe-form
High

RFP 260119 Deferred Compensation Plan Services

PDF, High priority: read this firstrfp
High

Submission Instructions for RFP260119

PDF, High priority: read this firstsubmission-instructions
High

Acknowledgements & Preference Application

PDF, Low priorityother
Low

Good Faith Efforts Documentation Form

PDF, Low priority1 page · other
Low

IRS Form W-9 Request for Taxpayer Identification Number and Certification March 2024

PDF, Low prioritytax-form
Low

Louisville Metro Government LMCO 112.30 Vendor Hiring Policy Certification

PDF, Low priority1 page · special-notice
Low

Vendor Information Form for Louisville Metro Government

PDF, Low priorityvendor-information
Low

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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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AgencyKentucky → City Of Louisville
Contacts1 person available
OfficeKY, USA
Organization / Agency
Kentucky → City Of Louisville
Office AddressKY, USA
Contacts
Latrice Smith

Interested Companies (36)

website designRichardson, CA
Gov AlphaBrooklyn, NY
Fiduciary ExpertsMurrieta, California

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Full Description

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Louisville Metro Government is seeking proposals from qualified vendors to administer and record keep their 457(b) Deferred Compensation Plan with an effective date of 7/1/2026. Louisville Metro Government currently employees approximately 5,400 benefit eligible employees.

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Miguel
Hillary
Keith Deutsch
Christine

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