Posted Date : November 29,2018
Product (RFP/RFQ/RFI/Solicitation/Tender/Bid Etc.) ID : EXTRA-4014
Government Authority Located in Rockville, Maryland; USA based organization looking for deferred compensation and defined benefit pension plan services.
[A] Budget: Looking for Proposals
[B] Scope of Service:
(1) Vendor needs to provide deferred compensation and defined benefit pension plan services for a comprehensive holistic approach to retirement services for plan participants and deferred compensation recordkeeping and administration, communication/education, custodial trustee services, investment management services, employer education and investment advisory services,
-Recordkeeping and administration services including the ability to process payroll deductions, monitor compliance, process participant transactions on a daily basis, provide timely and accurate participant statements and plan level financial statements and the capability to create custom reports that may be deemed necessary in support of the external audit function,
- To assist employees with the completion of enrollment, verify the completeness of the process and coordinate the institution of salary deferrals and plan contributions with payroll system,
- Trustee and custodial services for the Plan or arrange for trustee services with an outside party,
- Investment Management Services for interested in selecting a service provider that offers an attractive and flexible array of investment options,
- Investment Advisory for online services to employees that provide asset allocation, fund and savings rate recommendations an employee pays for their portfolio to be professionally managed, to be included as part of the investment advisory program to the government authority located in Rockville, MD.
(2) A pre-proposal meeting will be held on December 12, 2018.
(3) All questions must be submitted no later than December 21, 2018.
[C] Eligibility:
Onshore (USA Only)
[D] Work Performance:
Performance of the work will be Offsite. Vendor needs to carry work in their office location.
Budget :
Deadline to Submit Proposals: January 23,2019
Cost to Download This RFP/RFQ/RFI/Solicitation/Tender/Bid Document : 5 US$
![]()
Product (RFP/RFQ/RFI/Solicitation/Tender/Bid Etc.) ID : EXTRA-4014
Government Authority Located in Rockville, Maryland; USA based organization looking for deferred compensation and defined benefit pension plan services.
[A] Budget: Looking for Proposals
[B] Scope of Service:
(1) Vendor needs to provide deferred compensation and defined benefit pension plan services for a comprehensive holistic approach to retirement services for plan participants and deferred compensation recordkeeping and administration, communication/education, custodial trustee services, investment management services, employer education and investment advisory services,
-Recordkeeping and administration services including the ability to process payroll deductions, monitor compliance, process participant transactions on a daily basis, provide timely and accurate participant statements and plan level financial statements and the capability to create custom reports that may be deemed necessary in support of the external audit function,
- To assist employees with the completion of enrollment, verify the completeness of the process and coordinate the institution of salary deferrals and plan contributions with payroll system,
- Trustee and custodial services for the Plan or arrange for trustee services with an outside party,
- Investment Management Services for interested in selecting a service provider that offers an attractive and flexible array of investment options,
- Investment Advisory for online services to employees that provide asset allocation, fund and savings rate recommendations an employee pays for their portfolio to be professionally managed, to be included as part of the investment advisory program to the government authority located in Rockville, MD.
(2) A pre-proposal meeting will be held on December 12, 2018.
(3) All questions must be submitted no later than December 21, 2018.
[C] Eligibility:
Onshore (USA Only)
[D] Work Performance:
Performance of the work will be Offsite. Vendor needs to carry work in their office location.
Budget :
Deadline to Submit Proposals: January 23,2019
Cost to Download This RFP/RFQ/RFI/Solicitation/Tender/Bid Document : 5 US$