Posted Date : August 06,2019
Product (RFP/RFQ/RFI/Solicitation/Tender/Bid Etc.) ID : RS-0654
Government Authority located in Chambersburg, Pennsylvania; USA based organization looking for expert vendor for 457(b) plan recordkeeper services.
[A] Budget: Looking for Proposal
[B] Scope of Service:
(1) Vendor needs to provide 457(b) plan recordkeeper services to the government authority located in Chambersburg, PA.
- Acknowledge and agree to be a fiduciary to the plan,
- Agree that any resulting investment management related contract and services will be subject to and interpreted by law,
- Fully disclose any proposed subcontracting of any of the required services,
- Monitoring client and plan participant satisfaction,
- To ensure plan administration integrity and accuracy,
- Accounting and recordkeeping procedure that will be used to credit employee deferrals and employer contributions to participant accounts,
- To receive contribution and deferral data over the Internet, or other electronic media and the security to protect said data,
- Include information regarding the procedure for reconciling or verifying account information prior to producing statements, proposed timeframe for distributing statements, and a sample participant statement format.
(2) All the questions must be submitted no later than August 14, 2019.
(3) A contract term will be for three years.
[C] Eligibility:
- Onshore (USA Only);
[D] Work Performance:
Performance of the work will be Offsite. Vendor needs to carry work in their office location.
Budget :
Deadline to Submit Proposals: August 23,2019
Cost to Download This RFP/RFQ/RFI/Solicitation/Tender/Bid Document : 5 US$
Product (RFP/RFQ/RFI/Solicitation/Tender/Bid Etc.) ID : RS-0654
Government Authority located in Chambersburg, Pennsylvania; USA based organization looking for expert vendor for 457(b) plan recordkeeper services.
[A] Budget: Looking for Proposal
[B] Scope of Service:
(1) Vendor needs to provide 457(b) plan recordkeeper services to the government authority located in Chambersburg, PA.
- Acknowledge and agree to be a fiduciary to the plan,
- Agree that any resulting investment management related contract and services will be subject to and interpreted by law,
- Fully disclose any proposed subcontracting of any of the required services,
- Monitoring client and plan participant satisfaction,
- To ensure plan administration integrity and accuracy,
- Accounting and recordkeeping procedure that will be used to credit employee deferrals and employer contributions to participant accounts,
- To receive contribution and deferral data over the Internet, or other electronic media and the security to protect said data,
- Include information regarding the procedure for reconciling or verifying account information prior to producing statements, proposed timeframe for distributing statements, and a sample participant statement format.
(2) All the questions must be submitted no later than August 14, 2019.
(3) A contract term will be for three years.
[C] Eligibility:
- Onshore (USA Only);
[D] Work Performance:
Performance of the work will be Offsite. Vendor needs to carry work in their office location.
Budget :
Deadline to Submit Proposals: August 23,2019
Cost to Download This RFP/RFQ/RFI/Solicitation/Tender/Bid Document : 5 US$