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.

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Deferred Compensation Plan Services

Closed

RFP260119State & Local

Submission Closed12/17/2025, 08:00:00 PM UTC

Contract Overview

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

Active Opportunities Like This One

NAICS: 525110

New

SLED

Defined Contribution Recordkeeping ProviderThe City of Waterbury, through its Department of Finance, is issuing a request for proposals to select a service provider for administrative recordkeeping services for its four Defined Contribution Retirement Savings Plans, which include a 457(b), a 403(b), and two 401(a) plans. The solicitation, numbered 8746, seeks vendors capable of delivering comprehensive plan services including administrative support, employee recordkeeping, educational resources, and investment and retirement planning advisory services. Proposals must be submitted by the due date of July 29, 2026, with a clarification deadline of July 17, 2026, and the bid was opened for submission on July 9, 2026. No pre-bid meeting is scheduled, and all submissions must be handled offline. The contract falls under multiple bid categories including Consultant, Consulting Services, Financial Services, Human Services, and Management Services, reflecting the broad scope of expertise required. The bid is conducted in U.S. dollars and is currently open with approximately nineteen days remaining until closure. All inquiries and communications should be directed to Kevin McCaffery, the primary point of contact, via email or phone. The award will be made to a single provider solely focused on plan administrative and recordkeeping functions, with no pre-bid information session planned, leaving proposers to rely on the published documentation and direct contact with the agency for clarification.

City of Waterbury

POSTED

5 days ago

DEADLINE

in 14 days

General Info

Agency

Kentucky → City Of Louisville

NAICS

525110 - Pension FundsView NAICS

Place of Performance

KY, USA

Set-Aside

NONE

Documents

(10)

Acknowledgements & Preference Application

PDF•other

Addendum1.pdf

PDF

Louisville Metro Government LMCO 112.30 Vendor Hiring Policy Certification

PDF•special-notice

Submission Instructions - RFP260119.pdf

PDF

Addendum 2.pdf

PDF

GFE Docs 1.pdf

PDF

GFE Docs 2.pdf

PDF

RFP260119 Deferred Compensation Plan Services.pdf

PDF

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

PDF•tax-form

Vendor Information.pdf

PDF

AI Contract Breakdown

Uniform Contract Format

Timeline

PhaseClosed

PostedNov 18

Solicitation

Response DeadlineDec 17

Deadline has passed

Submission Closed

12/17/2025, 08:00:00 PM UTC

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Organization & Contact Information

AgencyKentucky → City Of Louisville

Contacts1 person available

OfficeKY, USA

Organization / Agency

Kentucky → City Of Louisville

Office AddressKY, USA

Contacts

Latrice Smith

contact@example.gov

Interested Companies (36)

website design

Richardson, CA

Gov Alpha

Brooklyn, NY

Fiduciary Experts

Murrieta, California

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Full Description

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.