457(b) Deferred Compensation Plan Record Keeping Services (Request for Proposals)

The City of Surpise Arizona is accepting sealed bids/proposals for 'Project ID , 'Project Title to be received no later than 'Proposal Submission Date at 'Proposal Submission Time . The City of Surprise is soliciting proposals from qualified firms to provide retirement plan administration, record keeping, education, communications, investment-related, and other services for the 457(b) Deferred Compensation Plan. The primary goals include the following: • Enhancing participant retirement outcomes; • Analyzing the overall competitiveness of the Plan; • Providing for the integrated administration and reporting for the Plan; • Offering the most appropriate investment menu; • Improving participant education and communication services; • Enhancing the formal education for the 457 Deferred Compensation Advisory Group • Providing robust on-line transaction and information capabilities; • Providing support for as many administrative functions as deemed appropriate; • Evaluating alternative pricing structures; • Reducing participant and Plan expenses; • Providing for an orderly and timely transition of assets and services if necessary; and • Continuing the formal record keeper/Committee working relationship.