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Retirement Plan Conversion Advisory Services

Active

State & Local

Response Deadline10/15/2026, 10:00:00 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 Retirement Plan Conversion Advisory Services subcontract involves the professional transition of an existing 401(k) plan into a qualified governmental plan for prime contractors working on Cowlitz Indian Tribe projects. The selected provider will offer legal and structural guidance, establish a new investment lineup, and create a formal Investment Policy Statement to ensure full compliance with federal and tribal standards. To qualify for this engagement, the contractor must hold professional fiduciary certification and maintain errors and omissions insurance. The project concludes with the delivery of a fully converted plan structure and a finalized Investment Policy Statement. Responses for this opportunity are due by October 15, 2026.

General Info

Advisory services to convert 401k to governmental plan by October 15, 2026.

Agency

Cowlitz Indian Tribe

NAICS

523930 - Investment Advice

Place of Performance

WA, USA

Set-Aside

NONE

Documents

This scope was carved out of 653.

The full solicitation package (2 documents), including the RFP, is on the prime solicitation, not on this scope.

View the prime solicitation

RFP: 401(K) to Government Plan

AI Contract Breakdown

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Timeline

PostedSep 20

subcontract

Response DeadlineOct 15

Submission deadline

Response Deadline

10/15/2026, 10:00:00 PM UTCin 1 day

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Organization & Contact Information

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AgencyCowlitz Indian Tribe

ContactsNo contacts available

OfficeN/A

Organization / AgencyCowlitz Indian Tribe

Office AddressN/A

ContactsNo contact information available

Full Description

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Performs the professional conversion of an existing 401(k) plan into a qualified governmental plan for prime contractors on Cowlitz Indian Tribe projects. Provides guidance on legal and structural transition, develops a new investment lineup and a formal Investment Policy Statement (IPS), and ensures compliance with federal and tribal standards. Requires professional fiduciary certification and E&O insurance. Delivers a converted plan structure and finalized IPS.

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