Defined Contribution Recordkeeping Provider

The 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.