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This Solicitation opportunity from Virginia was posted on June 24, 2026. The submission period has ended. Browse the details below for market research, or find similar active opportunities.

Plan Providers for 403(b) and 457(b) Plans

Closed
RFP-122474State & 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 is soliciting proposals from plan providers to offer 403(b) and 457(b) retirement plan services to its employees, with the request for proposals issued under solicitation number RFP-122474 and posted on June 15, 2026. The response deadline is June 29, 2026, at 5:00 a.m., and interested parties must submit their proposals by that time. The solicitation falls under NAICS code 525110 and is targeted at institutions within the state and local government education sector, with performance expected to take place in Suffolk, Virginia. The agency seeks qualified providers capable of delivering comprehensive retirement plan administration, investment options, participant education, and compliance support tailored to the needs of public school personnel. All inquiries should be directed to Linda Bates via email at lindabates@spsk12.net or phone at 757-925-6762, and additional information may be accessed through the online portal linked in the posting.

General Info

Suffolk Public Schools seeks providers for managing 403(b) and 457(b) retirement plans.

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, 403(b) and 457(b) services

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