This Solicitation opportunity from New Jersey was posted on December 26, 2024. The submission period has ended. Browse the details below for market research, or find similar active opportunities.

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Retirement Services “Mass Mutual” (Empower), and Retirement Services “Voya Financial”

Closed

31577State & Local

Submission Closed01/08/2025, 10:00:00 AM EST

Contract Overview

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

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NAICS: 523940

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Investment Advisory and Due Diligence ServicesThis subcontract for Investment Advisory and Due Diligence Services supports the State University of New York University-wide Benefits Office retirement plan projects. The selected provider will perform fiduciary investment oversight and due diligence for prime contractors, focusing on the evaluation of mutual funds, annuities, and investment managers. Key responsibilities include conducting performance analysis against benchmarks using specialized research platforms and software, as well as delivering formal recommendations and quarterly investment analysis reports. Qualified candidates must possess ERISA expertise and hold a fiduciary certification to ensure compliance and professional oversight. The solicitation was posted on October 28, 2026, with a response deadline of November 27, 2026. This opportunity falls under NAICS code 523940 and is designed to maintain the integrity and performance of the university retirement plan assets.

State University of New York (SUNY)

POSTED

DEADLINE

Retirement Plan Consultant RFP

Solicitation # 2140348

The State University of New York (SUNY) is seeking a full-service retirement plan consulting firm to serve as a fiduciary for its Defined Contribution Retirement Plans, including the ORP, VSP, VDC, and Pre-1990 plans. The selected contractor will act as a fully integrated extension of the University-wide Benefits Office, providing objective third-party investment advice, governance support, and participant engagement. The scope of work involves managing a complex multi-vendor environment consisting of four recordkeepers—TIAA, Fidelity, Corebridge, and Voya—and 62 active investment options. The contract is for an initial term of three years, with the possibility of a two-year extension. To qualify, bidders must demonstrate significant experience, including having provided similar consulting services within the last five years to at least five public or private DC plan sponsors with aggregate assets under advisement of at least one billion dollars, including at least one higher-education institution. Bidders must also be willing to assume fiduciary responsibilities, possess experience analyzing annuity contracts, and comply with New York State and federal digital accessibility regulations. The contract will be awarded based on best value, determined by a composite score of technical, cost, and presentation evaluations. Additionally, the procurement includes specific MWBE goals, with a total participation target of 30 percent, consisting of 16 percent for Minority-Owned Business Enterprises and 14 percent for Women-Owned Business Enterprises.

State University of New York (SUNY)

POSTED

12 days ago

DEADLINE

in 18 days

AI Contract Overview

The City of Linden is seeking sealed submissions for Professional Service Contracts to provide retirement planning specialist services for two separate 457b Deferred Compensation Plans: Mass Mutual (Empower) and Voya Financial. These specialists will act as brokers and liaisons, with primary responsibilities including managing participant enrollment, maintaining investment objectives, conducting educational seminars for employees, and performing annual plan reviews. The contract term for these services runs from January 1, 2025, through December 31, 2025. Qualified proposers must submit their technical and cost proposals to Purchasing Agent Jessica L. Slawinski by January 8, 2025, at 10:00 AM. Technical requirements for the roles include a minimum of 15 years of auditing experience and 10 years of experience working with governmental entities. All submissions must comply with various legal mandates, including Pay To Play regulations, Business Registration of Public Contractors, the Americans with Disabilities Act, and Equal Employment Opportunity requirements. Corporations and partnerships are further required to provide a Disclosure of Ownership form and a Non-Collusion Affidavit.

General Info

Linden seeks retirement planning specialists for 457b plans from January to December 2025.

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

rfq

High

rfq

High

1 page · rfq

High

AI Contract Breakdown

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Timeline

PhaseClosed

PostedDec 26

Solicitation

Response DeadlineJan 8

Deadline has passed

Submission Closed

01/08/2025, 10:00:00 AM EST

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Organization & Contact Information

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 L. SlawinskiPurchasing Agent

Full Description

This notice requests 2 services: 1. Retirement Services “Mass Mutual” (Empower) 2. Retirement Services “Voya Financial”
Public Notice for the Request for Qualifications of Professional Service Contracts beginning January 1, 2025. Notice is hereby given that in accordance with N.J.S.A. 19:44-20.5 et seq. through a fair and open process, the City of Linden is requesting sealed submissions for Professional Service Contracts. Sealed submissions will be received by the Purchasing Agent, Jessica L. Slawinski, of the City of Linden, on Wednesday, January 8, 2025 at 10am prevailing time , in the 1st Floor Purchasing Department, City Hall, City of Linden, 301 North Wood Avenue, Linden, NJ 07036 then publicly opened and read aloud for the following: Retirement Services “Mass Mutual” (Empower) Retirement Services “Voya Financial” Proposals must be submitted in a sealed envelope clearly marked REQUEST FOR QUALIFICATIONS, for (Position Number as Listed Above, Name of Position) and bearing the name and address of the proposer on outside; addressed to the Purchasing Agent, Jessica L. Slawinski, City of Linden, City Hall, Purchasing Department, 301 North Wood Avenue, 1st Floor, Linden, NJ 07036. Standardized submission requirements and selection criteria are on file and available in the Purchasing Department, City Hall, 301 North Wood Avenue, Linden, NJ 07036. Submission packages may be obtained by clicking here . In addition to full compliance with N.J.S.A. 19:44A-20.4 et. seq. (“Pay To Play”), individuals or firms awarded contracts under these procedures will be required to comply with the requirements of N.J.S.A. 52:32-44 (Business Registration of Public Contractors), 42 U.S.C. Section 12101 et. seq. (Americans with Disabilities Act of 1990), N.J.S.A. 10:5-31 et seq. And N.J.A.C. 17:27 et seq. (Contract Compliance and Equal Employment Opportunities in Public Contracts) Any RFQ Addenda will be issued on the website and processed in accordance with N.J.S.A. 40A11-23(c)(1). All interested respondents should check the website from now through RFQ opening. It is the sole responsibility of the respondent to be knowledgeable of all addenda related to this procurement. Submission by Corporations and Partnerships shall include a completed Disclosure of Ownership form (N.J.S.A. 52:25-24.2) and shall include a completed Non-Collusion Affidavit. The City of Linden reserves the right to reject any or all submissions due to any defects of waive informalities and accept any submissions that in their judgment will be in the best interest of the City of Linden. The City of Linden shall award the contract or reject all submissions no later than 60 days from receipt of the same. Jessica L. Slawinski, Purchasing Agent To view and/or download the paper version of the RFQ Notice, click here . To see all active RFP and job opportunities with the City of Linden, including those in the notice above, click here .