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BANKING-1987 - USA (Georgia) - 403(b) and 457 Supplemental Retirement Plan and Investment Management Services - Deadline February 14,2020

Product (RFP/RFQ/RFI/Solicitation/Tender/Bid Etc.) ID: BANKING-1987

Government Authority located in Georgia; USA based organization looking for expert vendor for 403(b) and 457 supplemental retirement plan and investment management services.

[A] Budget: Looking for Proposal

[B] Scope of Service:

(1) Vendor needs to provide 403(b) and 457 supplemental retirement plan and investment management services to the government authority located in Georgia.
- Provide eligible employees with a competitive package of investments in order to accumulate retirement benefits,
- Ensure that participants have access to a combination of top performing, publicly traded investment funds and annuity contracts,
- Provide current and eligible plan participants with consistent, quality education to encourage them to better utilize the retirement plans to meet their retirement goals,
- Ensure the plan costs are reasonable and fully transparent to participants and to the Plan Sponsor and reflect the services provided to plan participants,
- Provide a plan-level, open–architecture annuity contract, mutual fund and commingled fund environment for participant choice,
- Timely turnaround on participant requests including, but not limited to phone, email and/or written requests to local representative, fund transfer requests, distribution requests, loan requests, and fulfillment of all other plan services,
- Provide a written plan document, along with maintaining and issuing all other compliance and plan documents that are fully compliant with all IRS requirements and customized to fit the needs of the Plan Sponsor,
- Maintaining plan-level and participant records,
- Provide and/or make available materials and personnel to communicate the features and benefits of the 403(b) and 457 plans for retirement purposes, including, but not limited to:
- On-site communication and education at least two times per year, inclusive of major training days and special meetings as required,
- Opportunities for plan participants to schedule appointments for one-on-one assistance,
- Materials that are easy to understand,
- Retirement planning education,
- Provide Plan-level quarterly and cumulative year-to-date investment performance reports both gross and net of all related fees for all available investment options to the Plan Sponsor.
(2) A pre-proposal meeting will be held on January 29, 2020.
(3) All the questions must be submitted no later than Feb 7, 2020

[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 : Friday, 14 February, 2020

Pre-proposal Conference Date : Wednesday, 29 January, 2020

Question Answer Deadline : Friday, 7 February, 2020

Category : Banking Services

Country : USA

State : Georgia

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