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RS-0662 - USA (Marysville, California) - Plan Administration and Record Keeping Services - Deadline September 27,2019

Product (RFP/RFQ/RFI/Solicitation/Tender/Bid Etc.) ID: RS-0662

Government Authority located in Marysville, California; USA based organization looking for expert vendor for plan administration and record keeping services.

[A] Budget: Looking for Proposals

[B] Scope of Service:

(1) Vendor needs to provide plan administration and record keeping services to the government authority located in Marysville, CA.
- Enhancing participant retirement outcomes
- Analysing the overall competitiveness of the plans
- Providing for the integrated administration and reporting for the plans
- Offering the most appropriate investment menu
- Improving participant education and communication services
- Enhancing the formal education for the deferred compensation committee
- Providing robust on-line transaction and information capabilities
- Providing support for as many administrative functions as deemed appropriate
- Evaluating alternative pricing structures, including scenarios that consolidate plans to one record keeper
- Reducing participant and plan expenses
- Providing for an orderly and timely transition of assets and services if necessary
- Continuing the formal record keeper/committee working relationship.
(2) All questions must be submitted no later than August 30, 2019.
(3) The term of the contract will be five 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 : Friday, 27 September, 2019

Question Answer Deadline : Friday, 30 August, 2019

Category : Records Storage Services

Country : USA

State : California

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