Posted Date : August 20,2019
Product (RFP/RFQ/RFI/Solicitation/Tender/Bid Etc.) ID : RS-0662
Government Authority located in Marysville, California; USA based organization looking for expert vendor for plan administration and record keeping services.
[A] Budget: Looking for Proposals
[B] Scope of Service:
(1) Vendor needs to provide plan administration and record keeping services to the government authority located in Marysville, CA.
- Enhancing participant retirement outcomes
- Analysing the overall competitiveness of the plans
- Providing for the integrated administration and reporting for the plans
- Offering the most appropriate investment menu
- Improving participant education and communication services
- Enhancing the formal education for the deferred compensation committee
- Providing robust on-line transaction and information capabilities
- Providing support for as many administrative functions as deemed appropriate
- Evaluating alternative pricing structures, including scenarios that consolidate plans to one record keeper
- Reducing participant and plan expenses
- Providing for an orderly and timely transition of assets and services if necessary
- Continuing the formal record keeper/committee working relationship.
(2) All questions must be submitted no later than August 30, 2019.
(3) The term of the contract will be five 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: September 27,2019
Cost to Download This RFP/RFQ/RFI/Solicitation/Tender/Bid Document : 5 US$
Product (RFP/RFQ/RFI/Solicitation/Tender/Bid Etc.) ID : RS-0662
Government Authority located in Marysville, California; USA based organization looking for expert vendor for plan administration and record keeping services.
[A] Budget: Looking for Proposals
[B] Scope of Service:
(1) Vendor needs to provide plan administration and record keeping services to the government authority located in Marysville, CA.
- Enhancing participant retirement outcomes
- Analysing the overall competitiveness of the plans
- Providing for the integrated administration and reporting for the plans
- Offering the most appropriate investment menu
- Improving participant education and communication services
- Enhancing the formal education for the deferred compensation committee
- Providing robust on-line transaction and information capabilities
- Providing support for as many administrative functions as deemed appropriate
- Evaluating alternative pricing structures, including scenarios that consolidate plans to one record keeper
- Reducing participant and plan expenses
- Providing for an orderly and timely transition of assets and services if necessary
- Continuing the formal record keeper/committee working relationship.
(2) All questions must be submitted no later than August 30, 2019.
(3) The term of the contract will be five 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: September 27,2019
Cost to Download This RFP/RFQ/RFI/Solicitation/Tender/Bid Document : 5 US$