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Retirement Plan Broker and Liaison Services

Active

State & Local

Response Deadline11/06/2026, 03:00:00 PM UTC

Contract Overview

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

AI Contract Overview

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The City of Linden Purchasing Department is seeking a subcontractor for Retirement Plan Broker and Liaison Services. The selected provider will perform brokerage and liaison duties for prime contractors on municipal projects and manage investment objectives and retirement goals for Union City 457b Deferred Compensation Plan participants. Key responsibilities include conducting review meetings with EMPOWER and delivering detailed evaluation reports regarding plan fees and fund performance. Qualified candidates must possess at least 15 years of auditing experience and 10 years of experience servicing governmental entities. This opportunity falls under NAICS code 523930, with the place of performance located in Linden, New Jersey. The response deadline for this solicitation is November 6, 2026.

General Info

Linden seeks a retirement plan broker for Union City 457b by November 6, 2026.

Agency

New Jersey → City of Linden Purchasing Department

NAICS

523930 - Investment Advice

Place of Performance

Linden, NJ, 07036, USA

Set-Aside

NONE

Documents

This scope was carved out of 575.

The full solicitation package (13 documents), including the RFP, is on the prime solicitation, not on this scope.

View the prime solicitation

Retirement Planning Specialist Services “Empower”

AI Contract Breakdown

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Timeline

PostedOct 2

subcontract

Response DeadlineNov 6

Submission deadline

Response Deadline

11/06/2026, 03:00:00 PM UTCin 10 days

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Organization & Contact Information

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AgencyNew Jersey → City of Linden Purchasing Department

ContactsNo contacts available

OfficeN/A

Organization / AgencyNew Jersey → City of Linden Purchasing Department

Office AddressN/A

ContactsNo contact information available

Full Description

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Performs brokerage and liaison services for prime contractors on City of Linden municipal projects. Maintains investment objectives and retirement goals for Union City 457b Deferred Compensation Plan participants, conducts review meetings with EMPOWER, and evaluates plan effectiveness regarding fees and fund performance. Requires 15 years of auditing experience and 10 years servicing governmental entities. Delivers plan effectiveness evaluation reports.

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