BANKING-9535 - USA (Oregon) - Retirement Plan Administration and Record Keeping Services - INFO ONLY, RFP NOT INCLUDED - Deadline November 19,2026

(1) Vendor needs to provide retirement plan administration and record keeping services to the government authority located in Oregon.– Provide retirement plan administration, record keeping, education, communications, investment–related, and other services for the county's deferred compensation plan and defined contribution plan.– Providing for the integrated administration and reporting for the Plans.– Improving participant education and communication services.– Providing robust on–line transaction and information capabilities.– Providing support for as many administrative functions as deemed appropriate.– Reducing participant and Plan expenses.– Providing for an orderly and timely transition of assets and services.– Continuing the formal record keeper and committee working relationship.(2) This is a brief information; Main RFP Document is not available on our website.