RS-0631 - USA (Tacoma, Washington) - Section 457(B) Deferred Compensation Plan Retirement Plan Record Keeping Services - Deadline July 10,2019

Product (RFP/RFQ/RFI/Solicitation/Tender/Bid Etc.) ID: RS-0631

Government Authority located in Tacoma, Washington; USA based organization looking for expert vendor for section 457(b) deferred compensation plan retirement plan record keeping services.

[A] Budget: Looking for proposal

[B] Scope of Service:

(1) Vendor needs to provide retirement plan administrative services such as recordkeeping, education, communications, and investment-related services for its current 457 deferred compensation plan to the government authority located in Tacoma, WA.
(2) The primary goals for this Request for Proposal (hereinafter “RFP”) process include the following:
• Enhancing participant retirement outcomes;
• Analyzing the overall competitiveness of the Plan;
• Providing for the integrated administration and reporting for the Plan;
• Improving participant education and communication services;
• Enhancing the formal education for the Deferred Compensation Committee (hereinafter Committee);
• Providing robust on-line transaction and information capabilities;
• Providing support for as many administrative functions as deemed appropriate (outsourcing tasks is crucial to the County);
• Evaluating alternative pricing structures;
• Reducing participant and Plan expenses;
• Providing for an orderly and timely transition of assets and services if necessary; and
• Continuing the formal record keeper or Committee working relationship.
(3) All questions must be submitted no later than June 24, 2019.
(4) 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, 10 July, 2019

Question Answer Deadline : Monday, 24 June, 2019

Category : Records Storage Services, Medical Billing and Coding

Country : USA

State : Washington

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