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This Solicitation opportunity from Virginia was posted on June 5, 2026. The submission period has ended. Browse the details below for market research, or find similar active opportunities.

Plan Providers 403(b) and 457(b)

Closed
RFP-121245State & 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
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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Suffolk Public Schools in Virginia is seeking qualified Plan Providers to offer services for 403(b) and 457(b) retirement plans for its employees, issuing this request through solicitation RFP-121245. The opportunity is open to vendors capable of delivering comprehensive retirement plan solutions that meet the needs of school district staff, with proposals due by June 11, 2026, at 7:00 PM Eastern Time. The solicitation falls under NAICS code 525110, indicating it relates to insurance and employee benefit funds, and is directed at state and local government entities. All responses must be submitted through the designated portal, and inquiries should be directed to Linda Bates at the provided email or phone number. The plans are intended to support employee financial security through tax-advantaged savings options, and proposers are expected to demonstrate experience in serving educational institutions, compliance with federal regulations, competitive fee structures, and robust participant services including financial education and digital tools. Performance of the contract will be based in Suffolk, Virginia, and providers must be prepared to engage directly with district personnel, offer ongoing administrative support, and ensure seamless integration with existing payroll and human resources systems. There is no set-aside designation specified, meaning all eligible vendors may compete for this contract.

General Info

Suffolk Public Schools seeks providers for 403(b) and 457(b) plans, proposals due June 11, 2026.

Place of Performance

Suffolk, VA, USA

Set-Aside

NONE

Documents

0

No documents available

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AI Contract Breakdown

Uniform Contract Format

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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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AgencyVirginia → Suffolk Public Schools
Contacts1 person available
OfficeN/A
Office AddressN/A

Full Description

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Suffolk Public Schools is requesting proposals for Plan Providers for 403(b) and 457(b) plans

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