RS-0566 - USA (California) - Supplemental Income Plans Third-Party Administrator Services - Deadline March 21,2019

Product (RFP/RFQ/RFI/Solicitation/Tender/Bid Etc.) ID: RS-0566

Government Authority located in California; USA based organization looking for expert vendor for supplemental income plans third-party administrator services.

[A] Budget: Looking for Proposal

[B] Scope of Service:

(1) Vendor needs to provide supplemental income plans third-party administrator services.
- Administrative/recordkeeping services for two plans managed by the supplemental income plan to the assets in each trust fund of the applicable Plan, and will perform all administrative, recordkeeping, accounting, and reporting functions coordinated with the trade/settlement processing, custody, daily valuation, performance reporting, and compliance testing related to the assets and transactions associated with the Plans, which are performed by the Custodian of the Plans.
- Recordkeeping system will be balanced on a daily basis, including but not limited to daily pricing of investments, daily processing of transactions, and daily balancing to trust. recordkeeping system will maintain separate accounts for amounts rolled in from other eligible plans by an individual Participant.
- Contractor will provide and maintain customer call centers staffed by primary and back-up customer service representatives in sufficient numbers to maintain service standards during periods of high call volume, to respond to participant questions, and to assist plan participants with transactions when participants drop down from the automated VRS to speak with a live customer service representative.
- Contractor shall assign customer service representatives to be available for live telephone coverage between the hours of 6:00 a.m. and 5:00 p.m. Pacific Time (9:00 a.m. to 8:00 p.m. Eastern Standard Time) Monday through Friday, except for New York stock exchange holidays.
(2) All question must be submitted in written no later than February 25, 2019.

[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, 21 March, 2019

Question Answer Deadline : Monday, 25 February, 2019

Category : Records Storage Services, Call Center and Answering, Medical Billing and Coding

Country : USA

State : California

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