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This Solicitation opportunity from Texas was posted on January 16, 2025. The submission period has ended. Browse the details below for market research, or find similar active opportunities.

Pension Consulting Services

Closed
RFP - 7325000042State & 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

2 months ago

DEADLINE

in 12 days

AI Contract Overview

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The Metropolitan Transit Authority is seeking professional pension consulting services through a solicitation titled "Pension Consulting Services" (RFP - 7325000042), posted on January 16, 2025. The deadline for responses is February 5, 2025. The contract is expected to be awarded within a range of $500,000 to $2,000,000, indicating a substantial scope of work. This opportunity is managed by the Texas Purchasing office, which operates under the State and Local Government and Education (SLED) category, with a focus on NAICS code 525110, related to pension funds and investment pools. Interested parties can find additional details and submit their proposals through the provided online link. The contract aims to support the Metropolitan Transit Authority’s pension plans, ensuring effective management and consulting services to meet their strategic and operational needs.

General Info

Place of Performance

TX, USA

Set-Aside

NONE

Documents

0

No documents available

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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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AgencyTexas → Purchasing
ContactsNo contacts available
OfficeN/A
Organization / AgencyTexas → Purchasing
Office AddressN/A
ContactsNo contact information available

Full Description

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Metropolitan Transit Authority's Pension Plans

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