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MB-3064 - USA (California) - Deferred Compensation Administrative, Recordkeeping and Participant Education Services - Deadline June 12,2019

Product (RFP/RFQ/RFI/Solicitation/Tender/Bid Etc.) ID: MB-3064

Government Authority located in California; USA based organization looking for expert vendor for deferred compensation administrative, recordkeeping and participant education services.

[A] Budget: Looking for proposal

[B] Scope of Service:

(1) Vendor needs to provide deferred compensation administrative, recordkeeping and participant education services.  
- Provide robust software with the capabilities to track and maintain participant and beneficiary records
- Provide comprehensive payroll services including:
A. Changes in contribution rates
B. Investment contributions according to participant elections
C. Contribution limit monitoring
- Keep plan sponsor apprised of regulatory and legislative updates
- Provide plan documents for 401(a) and 457(b) plans
- Assist with developing an education policy statement
- Call center availability for participants
A. Provide multilingual phone support
- Investment Platform
I. Open architecture investment platform
II. Ability to credit revenue sharing back at the participant level
III. Ability to utilize the Great West Target Date CIT suite as the QDIA
IV. Ability to record keep custom white label stable value fund held at Great West Trust
V. Offer a competitive interest rate on a fixed or cash equivalent account with no back-end charges or penalties.
(2) All questions must be submitted no later than May 15, 2019.
(3) Contract period 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.

Expiry Date : Wednesday, 12 June, 2019

Question Answer Deadline : Wednesday, 15 May, 2019

Category : Medical Billing and Coding, HR Services, Marketing and Branding, Software, System and Application

Country : USA

State : California

RFP Expired

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