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Retirement Planning Specialist Services “Empower”

Active
575State & Local

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 is seeking a Retirement Planning Specialist to serve as the Broker and Liaison between the City, its employee participants, the Department of Administrative Services, and Empower, the provider of the Union City 457b Deferred Compensation Plan. The selected specialist will be responsible for maintaining investment objectives and retirement goals for participants, conducting periodic educational seminars on retirement planning strategies, and performing annual plan reviews to evaluate effectiveness, fees, and fund performance. The contract is scheduled to be in effect through December 31, 2027. Qualified candidates must demonstrate a minimum of fifteen years of experience as an auditor and at least ten years of experience servicing other governmental entities. Proposals must be submitted exclusively through the MuniVendor eProcurement portal by November 6, 2026, at 10:00 A.M. Submission requirements include a technical proposal detailing relevant experience and personnel qualifications, a cost proposal outlining retainers or hourly rates, and several mandatory certifications, including notarized non-collusion and stockholder disclosure statements. Award selection will be based on the most advantageous offer in the best interest of the City. Successful offerors must comply with New Jersey affirmative action laws and maintain comprehensive general, professional, and automobile liability insurance.

General Info

City of Linden seeks a Retirement Planning Specialist for its 457b plan.

Agency

New Jersey → City of Linden Purchasing Department

NAICS

523940 - Portfolio Management and Investment Advice

Place of Performance

Linden, NJ, 07036, USA

Set-Aside

NONE

Documents

13

Acknowledgement of Receipt of Addenda III

PDF, High priority: read this firstamendment
High

Americans with Disabilities Act of 1990 Mandatory Language (VII-B)

PDF, High priority: read this first2 pages · specifications
High

City of Linden - Bid Document Checklist

PDF, High priority: read this firstchecklist
High

City of Linden Retirement Planning Specialist Services RFQ

PDF, High priority: read this firstrfq
High

Mandatory Affirmative Action Language for Goods and Services (VII-A-1)

PDF, High priority: read this firstspecifications
High

Stockholder Disclosure Certification VII-C

PDF, High priority: read this firstsupporting-document
High

Affirmative Action Compliance Notice VII-A

PDF, Low prioritysupporting-document
Low

Business Registration Certificate VII-D

PDF, Low prioritysupporting-document
Low

Certification of Non-Involvement in Prohibited Activities in Russia or Belarus

PDF, Low prioritycertification
Low

Disclosure of Investment Activities in Iran Form

PDF, Low prioritycertification-form
Low

IRS Form W-9 Request for Taxpayer Identification Number and Certification (Rev. March 2024)

PDF, Low priority6 pages · tax-form
Low

NJ Department of the Treasury Ownership Disclosure Form

PDF, Low prioritysupporting-document
Low

Non-Collusion Affidavit VII-H

PDF, Low priorityother
Low

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Timeline

PhaseSolicitation
Posted

Solicitation

Response Deadline

Submission deadline

Response Deadline

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Organization & Contact Information

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AgencyNew Jersey → City of Linden Purchasing Department
Contacts1 person available
OfficeLinden, NJ, 07036, USA
Organization / AgencyNew Jersey → City of Linden Purchasing Department
Office AddressLinden, NJ, 07036, USA
Contacts
Jessica SlawinskiQPA, Purchasing Department
contact@example.gov

Full Description

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PUBLIC NOTICE IS HEREBY GIVEN for the request for qualifications of professional service contracts beginning January 1, 2027. All solicitations may ONLY be obtained on the City of Linden’s eProcurement portal at https://app.munivendor.com Sealed offers shall be submitted via the City of Linden’s eProcurement portal https://app.munivendor.com up to and until Friday, November 6, 2026 at 10:00 A.M. (prevailing time). The City’s eProcurement portal will not enable any submissions for these solicitations after Friday, November 6, 2026 at 10:00 A.M. Only offers submitted through the MuniVendor eProcurement portal at https://app.munivendor.com will be accepted. No physical, manual, paper, nor any other type of electronic response type will be accepted. Offerors (respondents, prospective vendors, etc.) may sign up for MuniVendor by going to https://app.munivendor.com/signup Available solicitations will go live on the MuniVendor platform this morning at 12 A.M. Offerors are required to comply with N.J.S.A. 10:5-31, et seq., P.L. 1975, c. 127, N.J.A.C. 17:27-1 et seq., and all other applicable laws, regulations, or ordinances concerning affirmative action goals and equal employment opportunity. The City of Linden reserves the right to reject any and all proposals in accordance with N.J.S.A. 40A:11-4, 40A:11-13.2 and 40A:11-23.2, and waive minor informalities not considered material defects under N.J.S.A. 40A:11-1, et seq. The City of Linden will conduct and broadcast the bid opening in real time at Linden City Hall, 301 North Wood Avenue in the Council Conference Room, 2nd Floor of Linden City Hall. Offerors and the public have the option of remotely viewing the offer opening through a Google Meet conference with visual and audio capability. Offerors may join the virtual bid opening on Friday, November 6, 2026 at 10:00 A.M. by going to https://meet.google.com/aei-fiva-dps Contact Information With questions regarding the opening process, please contact the City of Linden’s Purchasing Department by email at contact@example.gov . With technical support with the MuniVendor platform, please contact MuniVendor directly by email at contact@example.gov , or by phone at +1 (555) 000-0000 from 10:00 A.M. until 4:00 P.M. Eastern Standard Time. Below is a list of the requests for qualifications of professional service contracts that are available beginning January 1, 2027. Employee Assistance Program Services Grant Writing Services – General Appraisal Services Architectural Services Audit Consulting Services Bond Counsel Services Court Reporting Services Defense Counsel for Workers Compensation Program Services for Insurance Commissions Engineering Services Materials Testing Services Environmental Services Financial Advisory Services Insurance Consultant Broker Services for Finance and Insurance Commission Land Surveying and Tax Map Revision Services Engineering Environmental Services at The Linden Landfill Litigation Defense Counsel Services Medical Services Planning Board Attorney Services Planning Board and Zoning Board Planner Services Planning Services Zoning Board Attorney Services Special Bankruptcy Counsel Services Special Tax Counsel Services Special Tax Expert Witnesses Appraisal Services Psychological Evaluation Services Special Counsel Services O.P.R.A. Redevelopment Litigation Counsel Services Waste Management & Recycling Consulting Services Housing Rehabilitation Consulting Services Insurance Fund Commission Attorney Services Retirement Planning Specialist Services “Empower” Retirement Planning Specialist Services “Voya Financial” Redevelopment, Master Planning & Affordable Housing Services Special Counsel Services Including but Not Limited to Aviation Matters, Municipal Port Authority Matters, Environmental Matters and Labor Counsel Consulting Services for Linden First Employment Readiness Program Technology Support Services Banking Services Banking Services and Coverage of Payroll Expenses Website Services: Content Management and Cybersecurity Protection Litigation Defense Counsel for The Insurance Fund Commission Network Wiring Services Public Information Officer Services Credit Card Processing Services Insurance Consultant Broker Services for Finance and Insurance Commission – Dental Only Municipal Marketing Services Cybersecurity Consulting Services Voice Over IP (VOIP) Maintenance Services Board of Health Attorney Services Network Engineering Services General Management Consulting Services Special Mount Laurel Counsel Services The Provision of Third Party Claims Administration Services for Workers Compensation TV Station & Videography Management Services Affordable Housing and Administrative Agent Services Special Legal Counsel Services Assigned to the Office of the Clerk Financial Advisory Services-Redevelopment Matters Architectural and Engineering Services for Affordable Housing Projects Real Estate Consulting Services Grant Writing Services-Affordable Housing Jessica Slawinski , QPA Purchasing Department City of Linden

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