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This Solicitation opportunity from Maryland was posted on June 6, 2025. The submission period has ended. Browse the details below for market research, or find similar active opportunities.

RFP-25070 403(b) Plan & 457(b) Plan Provider Services

Closed
BPM051644State & Local

Contract Overview

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

Active Opportunities Like This One

NAICS: 525110
SLED
403b Retirement Plan Services
Solicitation # 26-01
Head Start of Greater Dallas, Inc. is soliciting proposals for an experienced and licensed financial management institution or plan manager to administer an employer-sponsored 403(b) retirement plan for approximately 687 employees. The scope of work includes managing plan assets of 15 million dollars and supporting an employer match of 50 percent of employee contributions, currently set at 6 percent. The selected provider must ensure all plan documents meet or exceed ERISA and IRS guidelines and provide a detailed implementation timeline and change-over schedule within five days of the award. The contract is anticipated to be a fixed-price agreement with options for additional years. Proposals must be submitted in hardcopy format by November 9, 2026, and include a separate sealed cost proposal with a full fee disclosure form covering start-up, administration, and investment product fees. Evaluation will be based on a point-based system considering the firm's experience, staff qualifications, and responsiveness to the RFP requirements. Key requirements for the contractor include providing proof of liability and errors and omissions insurance, adhering to anti-lobbying and non-discrimination certifications, and complying with the Davis-Bacon Act if on-site labor costs exceed 2,000 dollars. Award will be granted to a responsible and responsive offeror who demonstrates a proven track record in administering retirement plans for non-profit organizations.
HEAD START GREATER DALLAS, INC

POSTED

2 months ago

DEADLINE

in 12 days

General Info

Place of Performance

MD, USA

Set-Aside

NONE

Documents

2

Addendum 1 to RFP-25070 403(b) and 457(b) Plan Provider Services

PDF, High priority: read this firstamendment
High

RFP-25070 403(b) & 457(b) Plan Provider Services Baltimore City Public Schools

PDF, High priority: read this firstrfp
High

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Timeline

1 update
PhaseClosed
Posted

Solicitation

Deadline changed

Response deadline changed from Jul 14, 2025 to Jun 30, 2025.

Response Deadline

Deadline has passed

Submission Closed

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Organization & Contact Information

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AgencyMaryland → Baltimore City Public Schools
Contacts1 person available
OfficeN/A
Office AddressN/A
Contacts
Tierra HUTLEY

Full Description

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This Request for Proposals (“RFP” or “solicitation”) is soliciting Proposals from qualified Entities to provide recordkeeping services for the Baltimore City Schools 403(b) and 457(b) plans.

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