RS-0692 - USA (Pennsylvania) - Retirement Plans Record Keeper Service - Deadline December 31,2019

Product (RFP/RFQ/RFI/Solicitation/Tender/Bid Etc.) ID: RS-0692

Government authority located in Pennsylvania; USA based organization looking for expert vendor for retirement plans record keeper service.

[A] Budget: Looking for Proposal

[B] Scope of Service:

(1) Vendor needs to provide 457 and 401(a) retirement plans record keeper service to existing menu of investment alternatives, service reputation, platform technology capabilities as well as the overall fee structure provided.
• At least 50% of Proposer’s current client base must be in either qualified or nonqualified plan business.
• Proposer must be able to provide state of the art recordkeeping and administrative services via a dedicated website.
• Proposer must be capable of providing recordkeeping services in an open architecture investment platform which would include total fee transparency.
• Proposer must be able to provide providing daily valuations of participant accounts.
• Proposer must be able to support plan participants via education and investment meetings.
• Proposer must hold the appropriate SEC and other licenses required to perform required investment education meetings.
(2) A mandatory telephone conference will be held on December 12, 2019.
(3) All question must be submitted no later than December 9, 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 : Tuesday, 31 December, 2019

Pre-proposal Conference Date : Thursday, 12 December, 2019

Question Answer Deadline : Monday, 9 December, 2019

Category : Records Storage Services

Country : USA

State : Pennsylvania

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