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This Solicitation opportunity from Connecticut was posted on April 9, 2024. The submission period has ended. Browse the details below for market research, or find similar active opportunities.

Town Pension Attorney

Closed
T-24-13State & Local

Contract Overview

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

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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

AI Contract Overview

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The Town of Brookfield is seeking sealed proposals from qualified legal firms to provide comprehensive legal services related to its pension plans, which include a Defined Benefit Pension Plan, Defined Contribution Pension Plans, Other Post-Employment Benefits, and a Length of Service Award Plan for volunteers. These plans are detailed in the town’s financial statements, with further information available in the referenced report. The contract, titled "Town Pension Attorney," is part of a solicitation process with the solicitation number T-24-13, posted on April 9, 2024, and the deadline for submissions is May 9, 2024. The town’s organization operates under the Connecticut state jurisdiction, and interested firms can contact Julian Capadose via email or phone for further details. The procurement process is managed through the Connecticut Department of Administrative Services’ bidding portal.

General Info

Place of Performance

CT, USA

Set-Aside

NONE

Documents

1

T-24-13 Town Pension Attorney RFP

PDF, High priority: read this firstrfp
High

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Timeline

PhaseClosed
Posted

Solicitation

Response Deadline

Deadline has passed

Submission Closed

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Organization & Contact Information

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AgencyConnecticut → Town of Brookfield
Contacts1 person available
OfficeN/A
Office AddressN/A

Full Description

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The Town of Brookfield is requesting sealed proposals from qualified firms to provide legal services for the Town's pension plans. The Town administers a number of plans, full details of which are described in the notes to the Town’s financial statements, starting on page 51 (PDF page 57) – link below: - Defined Benefit Pension Plan - Defined Contribution Pension Plans - Other Post-Employment Benefits - Length of Service Award Plan for volunteers https://www.brookfieldct.gov/sites/g/files/vyhlif341/f/uploads/2023_financial_statements_and_other_reports_1.pdf

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