This Government Contract opportunity from Massachusetts was posted on April 10, 2026. The submission period has ended. Browse the details below for market research, or find similar active opportunities.

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Retirement Plan Compliance Auditing & Monitoring

Closed

State & Local

Submission Closed05/11/2026, 03:00:00 PM UTC

Contract Overview

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

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NAICS: 541618

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5 days ago

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in about 1 month

AI Contract Overview

The contract is for conducting regular audits of a 403(b) retirement plan to ensure compliance with relevant IRS regulations, contribution limits, and agreements with plan vendors. A key aspect of the work includes performing ADP (Actual Deferral Percentage) and ACP (Actual Contribution Percentage) testing, which are critical for maintaining the plan’s qualified status. This subcontract opportunity, issued by Needham Public Schools in Massachusetts, focuses on meticulous monitoring activities designed to uphold the integrity and compliance of the retirement plan. The solicitation does not specify a traditional set-aside category and carries the NAICS code 541618, identifying it within the management consulting services sector. The place of performance is located on Highland Avenue in Needham, MA, with a posted date of April 10, 2026, and a proposal submission deadline of May 11, 2026. This contract represents an essential compliance function supporting the school district’s retirement plan administration and vendor oversight.

General Info

Conduct 403(b) retirement plan audits including ADP/ACP testing for Needham Public Schools, MA.

Agency

Massachusetts → FD001 - Needham Public Schools

NAICS

541618 - Other Management Consulting Services

Place of Performance

Highland Ave Needham, MA, 02492, USA

Set-Aside

NONE

Documents

This scope was carved out of #27SCH001G.

The full solicitation package (1 document), including the RFP, is on the prime solicitation, not on this scope.

View the prime solicitation

403

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Timeline

PhaseClosed

PostedApr 10

subcontract

Response DeadlineMay 11

Deadline has passed

Submission Closed

05/11/2026, 03:00:00 PM UTC

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Organization & Contact Information

AgencyMassachusetts → FD001 - Needham Public Schools

ContactsNo contacts available

OfficeN/A

Organization / AgencyMassachusetts → FD001 - Needham Public Schools

Office AddressN/A

ContactsNo contact information available

Full Description

Conduct regular audits of 403(b) plan activity to ensure compliance with IRS rules, contribution limits, and vendor agreements, including ADP/ACP testing.

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