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Retirement Plan Management and Brokerage 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 Management and Brokerage Services to act as a liaison for prime contractors on city retirement plan projects. The selected provider will be responsible for maintaining investment objectives and retirement goals, representing the carrier during enrollment, and conducting annual plan review meetings with Voya Financial. Key deliverables include formal evaluations of fund performance, participant fees, and the submission of annual plan effectiveness reports. To qualify for this engagement, the contractor must possess at least 10 years of experience servicing government entities and maintain professional liability insurance. This opportunity is categorized under NAICS code 523930, with performance taking place in Linden, New Jersey. Interested parties must submit their responses by the deadline of November 6, 2026.

General Info

Linden seeks a retirement plan subcontractor with 10 years experience 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 576.

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 “Voya Financial”

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 functions for prime contractors on City of Linden retirement plan projects. Maintains investment objectives and retirement goals for participants, represents the carrier during enrollment, and conducts yearly plan review meetings with Voya Financial. Provides formal evaluations of plan effectiveness, participant fees, and fund performance. Requires professional liability insurance and 10 years experience servicing government entities. Delivers annual plan effectiveness reports.

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