This Government Contract opportunity from Virginia was posted on September 2, 2026. The submission period has ended. Browse the details below for market research, or find similar active opportunities.

Top

Retirement Plan Education and Consulting

Closed

State & Local

Submission Closed09/23/2026, 06:00:00 PM UTC

Contract Overview

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

Active Opportunities Like This One

NAICS: 523130

New

SLED

Selling Group Member (Tier 3)The Selling Group Member (Tier 3) subcontract involves the distribution of bonds to investors for prime contractors working on projects related to the New York State Department of Homes and Community Renewal bond issuance. The selected party is responsible for marketing bonds to specific investor bases and facilitating sales to ensure the completed delivery of bonds to investors, all while operating without assuming underwriting financial risk. To be eligible, contractors must maintain a physical office within New York State and hold the necessary registrations with the SEC, FINRA, and or MSRB. This opportunity is categorized under NAICS code 523130, with a response deadline set for November 12, 2026.

NYS Department of Homes & Community Renewal

POSTED

DEADLINE

Recordkeeping and Account Administration ServicesThis subcontract for Recordkeeping and Account Administration Services involves the financial administration of ABLE accounts for prime contractors on Florida State Board of Administration projects. The scope of work includes processing contributions and withdrawals, executing tax and federal reporting, and performing financial reconciliation between recordkeeping systems and financial institutions. To fulfill these requirements, the provider must utilize specialized recordkeeping platforms and financial reconciliation software. The contractor is required to adhere to strict compliance and security standards, including SOC 1 Type II, SOC 2 Type II, SSAE 16, and NACHA Audit standards. Key deliverables consist of managed account balances and detailed reconciliation reports. The opportunity is categorized under NAICS code 523130, with a response deadline of May 31, 2027.

State Board of Administration

POSTED

DEADLINE

Broker-Dealer Investment ServicesThe Broker-Dealer Investment Services subcontract, managed by the County Executive Office of Budget and Finance for the state of California, involves providing specialized investment services for prime contractors on County of Orange projects. The selected provider will be responsible for executing trades in U.S. Government Securities, offering liquidity and market-making services, and managing investment portfolios in strict accordance with the County's Investment Policy. Key deliverables include the execution of trades, the management of investment portfolios, and the submission of detailed financial transaction reports. To qualify for this role, the contractor must maintain active SEC and FINRA registrations, hold valid authorization to operate in California, and possess SIPC insurance. This opportunity was posted on September 17, 2026, with a response deadline of October 21, 2026, falling under NAICS code 523130.

County Executive Office - Budget & Finance

POSTED

about 1 month ago

DEADLINE

in 1 day

AI Contract Overview

This subcontract for Retirement Plan Education and Consulting involves providing on-site and virtual education sessions for prime contractors working on Spotsylvania County Public Schools projects. The selected provider must conduct at least two on-site sessions annually, specifically during Spring and Open Enrollment periods, to offer group or individual guidance regarding investment options. Deliverables include the successful completion of all education sessions and participant training. The service provider is required to hold a Certified Financial Planner designation or a similar professional credential. Performance will take place in Fredericksburg, Virginia, under NAICS code 523130. The solicitation was posted on September 2, 2026, with a response deadline of September 23, 2026.

General Info

Retirement plan education and consulting services for Spotsylvania County Public Schools prime contractors.

Agency

Virginia → Spotsylvania County Public Schools

NAICS

523130 - Commodity Contracts Dealing

Place of Performance

Fredericksburg, VA, USA

Set-Aside

NONE

Documents

This scope was carved out of 09232026-1400.

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

View the prime solicitation

403(b) and 457(b) Plan Recordkeeping and Administrative Services

AI Contract Breakdown

Uniform Contract Format

No documents to break down

The breakdown needs solicitation documents. None were found from this contract's source.

Timeline

PhaseClosed

PostedSep 2

subcontract

Response DeadlineSep 23

Deadline has passed

Submission Closed

09/23/2026, 06:00:00 PM UTC

Find active opportunities like this

Start your free trial to discover similar active contracts, track opportunities, and build proposals with AI assistance.

Organization & Contact Information

AgencyVirginia → Spotsylvania County Public Schools

ContactsNo contacts available

OfficeN/A

Organization / AgencyVirginia → Spotsylvania County Public Schools

Office AddressN/A

ContactsNo contact information available

Full Description

Performs on-site and virtual education sessions for prime contractors on Spotsylvania County Public Schools projects. Conducts a minimum of two on-site sessions annually during Spring and Open Enrollment, providing one-on-one or group guidance on investment options. Requires Certified Financial Planner (CFP) or similar professional designations. Delivers completed education sessions and participant training.

Find Active Opportunities Like This

Get AI-powered intelligence on the opportunities still open

Every page of the solicitation package shredded into a compliance breakdown

AI-powered matching based on your capabilities and past performance

Competitor and incumbent history on the requirement

Automated alerts on amendments, Q&A deadlines, and award

Join 750+ contractors already using CLEATUS