MB-3335 - USA (Virginia) - Investment Platform and Third-Party Administration Services - Deadline August 29,2019

Product (RFP/RFQ/RFI/Solicitation/Tender/Bid Etc.) ID: MB-3335

Government Authority located in Virginia; USA based organization looking for expert vendor for investment platform and third-party administration services.

[A] Budget: Looking for Proposal

[B] Scope of Service:

(1) Vendor needs to provide investment platform and third-party administration services for two retirement investment plans, 457 deferred compensation plan, and 401 defined contribution plans.
- Provide recordkeeping, plan administration and participant services for the city 401 plan and 457 deferred compensation plans, including account balances, rollovers, contributions, fund transfers, distributions, loans, rebalancing, hardship withdrawals, tax reporting, quarterly participant
statements, technical support, etc.
- Provide an administrative procedures guide that includes, at a minimum, procedures for the following items and processes, enrolment and contribution data file transfers; former employee distributions; city website report generation; plan administration contacts and responsibilities; and
administrative issue escalation contacts
- Provide a single point of contact who is responsible for quality control, resolving problems and expediting services related to the overall performance of the contractor
- Develop and maintain a secure website for the city that must provide, at a minimum, information regarding plan-level participation; usage statistics; investment selections; participant accounts; beneficiaries and participant loans
- Develop and maintain a secure website that allows plan participants to enrol online, view and change beneficiary information and investment options, view statements, personal rates of return, educational and planning resources
- Maintain a toll-free customer service number for participants and additionally provide access to multilingual customer service representatives either directly or through a free translation service
- Provide one-on-one financial and retirement counselling to employees and retirees by appointment with certified financial professional
(2) All question must be submitted no later than August 12, 2019.
(3) Contract period will be for two 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 : Thursday, 29 August, 2019

Question Answer Deadline : Monday, 12 August, 2019

Category : Medical Billing and Coding, Software, System and Application

Country : USA

State : Virginia

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