Posted Date : July 06,2020
Product (RFP/RFQ/RFI/Solicitation/Tender/Bid Etc.) ID : RS-0762
Government authority located in Tsaile, Arizona, USA; based organization looking for expert vendor for administration plan, recordkeeping and investments services.
[A] Budget: Looking for Proposal
[B] Scope of Service:
(1) Vendor needs to provide administration plan, recordkeeping and investments services to the government authority located in Tsaile, AZ.
- Recordkeeping and administration services in relation to the Plan.
- Trust accounting services in relation to assets of the Plan.
- Administrative system capable of performing daily account valuation, transaction processing and recordkeeping.
- Ability to provide secure electronic access to recordkeeping and administration systems for both the College and participants.
- System for processing distributions, loans, withdrawals, domestic relations orders, etc.
- Generation and provision of regular account statements to both participants and the College.
- Participant support services, including communication and education. This would include on-site visits with participants at least four times per year, as well as follow-up communication to newly-hired employees to explain the default investment option(s), give out provider contact information, answer questions, and address any problems or confusion regarding plan enrolment.
- Toll-free telephone number with adequate incoming lines for participant inquiries with appropriate hours of operation.
- Fiduciary investment advice regarding, and access to, the investment fund array to be offered to Plan participants, including a broad array of investment products across all global markets, asset classes, and styles, including mutual funds.
- Fiduciary investment advice regarding, and access to, acceptable default investment fund offerings.
(2) All questions must be submitted no later than July 10, 2020.
[C] Eligibility:
- Onshore (USA Organization 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: July 16,2020
Cost to Download This RFP/RFQ/RFI/Solicitation/Tender/Bid Document : 5 US$
Product (RFP/RFQ/RFI/Solicitation/Tender/Bid Etc.) ID : RS-0762
Government authority located in Tsaile, Arizona, USA; based organization looking for expert vendor for administration plan, recordkeeping and investments services.
[A] Budget: Looking for Proposal
[B] Scope of Service:
(1) Vendor needs to provide administration plan, recordkeeping and investments services to the government authority located in Tsaile, AZ.
- Recordkeeping and administration services in relation to the Plan.
- Trust accounting services in relation to assets of the Plan.
- Administrative system capable of performing daily account valuation, transaction processing and recordkeeping.
- Ability to provide secure electronic access to recordkeeping and administration systems for both the College and participants.
- System for processing distributions, loans, withdrawals, domestic relations orders, etc.
- Generation and provision of regular account statements to both participants and the College.
- Participant support services, including communication and education. This would include on-site visits with participants at least four times per year, as well as follow-up communication to newly-hired employees to explain the default investment option(s), give out provider contact information, answer questions, and address any problems or confusion regarding plan enrolment.
- Toll-free telephone number with adequate incoming lines for participant inquiries with appropriate hours of operation.
- Fiduciary investment advice regarding, and access to, the investment fund array to be offered to Plan participants, including a broad array of investment products across all global markets, asset classes, and styles, including mutual funds.
- Fiduciary investment advice regarding, and access to, acceptable default investment fund offerings.
(2) All questions must be submitted no later than July 10, 2020.
[C] Eligibility:
- Onshore (USA Organization 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: July 16,2020
Cost to Download This RFP/RFQ/RFI/Solicitation/Tender/Bid Document : 5 US$