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Retirement Plan Compliance and Regulatory Consulting

Active

State & Local

Response Deadline10/29/2026, 08:00:00 AM 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 Retirement Plan Compliance and Regulatory Consulting subcontract involves performing operational compliance reviews for prime contractors managing SBCTC retirement plan projects. The selected provider will monitor IRS qualification requirements, draft plan amendments, analyze the impacts of the SECURE Act, and provide essential support during DOL and IRS audits. Key deliverables include regulatory updates, comprehensive risk assessments, and ongoing compliance guidance, all managed through specialized compliance tracking software and ERISA/IRS regulatory databases. Due to the technical nature of the work, the contract requires specialized expertise in ERISA and IRS tax codes, typically necessitating a CPA or an ERISA attorney. This opportunity is associated with NAICS code 541211 and is issued by the State Board for Community and Technical Colleges in Washington. The response deadline for this subcontract is October 29, 2026, with performance taking place across multiple counties.

General Info

ERISA/IRS compliance consulting for SBCTC retirement plans, requiring CPA or attorney expertise.

Agency

Washington → Community and Technical Colleges, State Board for

NAICS

541211 - Offices of Certified Public Accountants

Place of Performance

Multiple Counties, WA, USA

Set-Aside

NONE

Documents

This scope was carved out of 2026-RFP-001.

The full solicitation package (7 documents), including the RFP, is on the prime solicitation, not on this scope.

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Retirement Consultant

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Timeline

PostedSep 28

subcontract

Response DeadlineOct 29

Submission deadline

Response Deadline

10/29/2026, 08:00:00 AM UTCin 3 days

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Organization & Contact Information

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AgencyWashington → Community and Technical Colleges, State Board for

ContactsNo contacts available

OfficeN/A

Organization / AgencyWashington → Community and Technical Colleges, State Board for

Office AddressN/A

ContactsNo contact information available

Full Description

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Performs operational compliance reviews for prime contractors on SBCTC retirement plan projects. Monitors IRS qualification requirements, drafts plan amendments, analyzes SECURE Act impacts, and assists with DOL and IRS audits. Utilizes compliance tracking software and ERISA/IRS regulatory databases. Requires specialized knowledge of ERISA and IRS tax codes, typically as a CPA or ERISA attorney. Delivers regulatory updates, compliance guidance, and risk assessments.

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