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This Solicitation opportunity from California was posted on May 20, 2026. The submission period has ended. Browse the details below for market research, or find similar active opportunities.

Deferred Compensation Recordkeeper

Closed
25P3-006State & Local

Contract Overview

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

Active Opportunities Like This One

NAICS: 525110
International
Pension Administration and Member Record ManagementThis subcontract for the Cleveland Fire Authority involves the end-to-end administration of Firefighters Pension Schemes. The selected provider will be responsible for managing member records for active, deferred, and dependant members, calculating pension entitlements, and processing benefit claims in strict accordance with scheme regulations. To ensure operational success, the contractor must utilize specialized pension administration software and maintain professional indemnity insurance. The primary objective of the contract is the delivery of accurate member records and precise benefit calculations. Interested parties must submit their responses by the deadline of November 2, 2026. This opportunity falls under NAICS code 525110 and is focused on providing comprehensive administrative support for the authority's pension frameworks.
Cleveland Fire Authority

POSTED

22 days ago

DEADLINE

in 20 days
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

AI Contract Overview

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This contract seeks to establish a service agreement with a vendor to manage and support retirement plan operations for eligible participants and County staff in California. The selected vendor will be responsible for a broad range of services including setting up the plan, transitioning participants, ongoing administration, maintaining participant records, processing payroll contributions, and managing investments and custody arrangements. Additionally, the services include ensuring regulatory compliance, conducting testing, providing regular updates, and offering customer support through a participant service center. The contract also emphasizes plan sponsor services such as governance support, reporting, and communication efforts aimed at participant education, engagement, and financial wellness. The solicitation is managed by the Central Purchasing office in Santa Cruz, California, with submissions due by June 20, 2026. The primary point of contact is Akinola Oshodi, who is available for inquiries regarding the solicitation. This agreement is essential for streamlining retirement plan operations and enhancing service delivery to County employees.

General Info

Vendor to manage and support California County retirement plans, administration, compliance, and participant services.

Agency

California → Central Purchasing

NAICS

525110 - Pension Funds

Place of Performance

CA, USA

Set-Aside

NONE

Documents

11

25P3-006 Attachment 3 Sample 401a Plan Document

PDF, High priority: read this firstplan-document
High

25P3-006 Exhibit F Vendor Questionnaire

PDF, High priority: read this firstvendor-questionnaire
High

25P3-006 Sample 457 Plan Document

PDF, High priority: read this firstplan-document
High

MissionSquare Retirement Governmental Money Purchase Plan Adoption Agreement - County of Santa Cruz

PDF, High priority: read this firstcontract-document
High

RFP 25P3-006 Deferred Compensation Recordkeeper Santa Cruz County

PDF, High priority: read this firstrfp
High

25P3-006 Attachment 1 MissionSquare Fund Lineup

PDF, Low priorityother
Low

Exhibit A Respondent Fact Sheet

PDF, Low priority2 pages · fact-sheet
Low

Exhibit B Customer References

PDF, Low priority1 page · past-performance
Low

Exhibit C Designation of Subcontractors

PDF, Low priority1 page · designation-of-subcontractors
Low

Exhibit D Non-Collusion Declaration

PDF, Low priority1 page · non-collusion-declaration
Low

Exhibit E Protests and Appeals Procedures

PDF, Low priority2 pages · protests-and-appeals-procedures
Low

AI Contract Breakdown

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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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AgencyCalifornia → Central Purchasing
Contacts1 person available
OfficeSanta Cruz, CA, 95060, USA
Organization / AgencyCalifornia → Central Purchasing
Office AddressSanta Cruz, CA, 95060, USA
Contacts
Akinola OshodiBuyer
contact@example.gov
+1 (555) 000-0000

Interested Companies (10)

Fidelity InvestmentsBoston, MA
T. Rowe PriceColorado Springs, CO
Voya FinancialWindsor, CT

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Full Description

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The intent of this Request for Proposals (RFP) is to establish a service agreement with a vendor that can implement, manage, and support retirement plan operations for eligible participants and County staff. The following provides a general overview of the types of services anticipated under this RFP: • Plan Setup, Transition, and Ongoing Administration Framework • Participant Recordkeeping and Account Maintenance • Payroll and Contribution Processing • Investment Administration, Trust and/or Custody • Compliance Support, Testing, and Regulatory Updates • Participant Services, Service Center, and Transactions • Plan Sponsor Services, Governance Support, and Reporting • Communication, Education, Engagement, and Financial Wellness

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