closed🌐 surpriseazRFP 321216

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

surpriseaz / Human Resources

Description

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.

Details?

Posted: Apr 29, 2021
Response deadline: May 27, 2021, 6:00 PM UTC
Status: closed
Buyer: surpriseaz
Department: Human Resources
Jurisdiction: surpriseaz
Reference #: RFP 321216

Summary: <p>The City of Surpise Arizona is accepting sealed bids/proposals for <span class="templateTag mceNonEditable" data-templatevariable="project.financialId"><svg class="codeIcon" xmlns="http://www.w3.or
Is Paused: false
Template Title: Solicitation
Copy Count: 0
Government Organization City: Surprise
Government Organization Logo: https://assets.procurement.opengov.com/logos/SupriseAZ.png
Government Organization Name: City of Surprise
Government Organization State: AZ
Government Organization Website: https://www.surpriseaz.gov/
Government Organization Zip Code: 85374
Government Organization Address1: 16000 N Civic Center Plaza
Government Organization Timezone: America/Phoenix
Government Organization Country Code: US
Government Organization Phone Country: 1
Closed Substatus: awarded

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Raw record

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  "_slug": "surpriseaz",
  "title": "457(b) Deferred Compensation Plan Record Keeping Services (Request for Proposals)",
  "status": "closed",
  "summary": "<p>The City of Surpise Arizona is accepting sealed bids/proposals for <span class=\"templateTag mceNonEditable\" data-templatevariable=\"project.financialId\"><svg class=\"codeIcon\" xmlns=\"http://www.w3.org/2000/svg\" width=\"14px\" height=\"14px\" viewBox=\"0 0 24 24\"><path fill-rule=\"evenodd\" clip-rule=\"evenodd\" d=\"M14.9708 5C15.6167 5 16.2228 5.31193 16.5982 5.83752L21 12L16.5982 18.1625C16.2228 18.6881 15.6167 19 14.9708 19H12V17H14.9708L18.5422 12L14.9708 7H5V10H3V7C3 5.89543 3.89543 5 5 5H14.9708Z\" fill=\"currentColor\"/><path fill-rule=\"evenodd\" clip-rule=\"evenodd\" d=\"M6 12C5.44772 12 5 12.4477 5 13V15H3C2.44772 15 2 15.4477 2 16C2 16.5523 2.44772 17 3 17H5V19C5 19.5523 5.44772 20 6 20C6.55228 20 7 19.5523 7 19V17H9C9.55228 17 10 16.5523 10 16C10 15.4477 9.55228 15 9 15H7V13C7 12.4477 6.55228 12 6 12Z\" fill=\"currentColor\"/></svg>'Project ID</span>, <span class=\"templateTag mceNonEditable\" data-templatevariable=\"project.title\"><svg class=\"codeIcon\" xmlns=\"http://www.w3.org/2000/svg\" width=\"14px\" height=\"14px\" viewBox=\"0 0 24 24\"><path fill-rule=\"evenodd\" clip-rule=\"evenodd\" d=\"M14.9708 5C15.6167 5 16.2228 5.31193 16.5982 5.83752L21 12L16.5982 18.1625C16.2228 18.6881 15.6167 19 14.9708 19H12V17H14.9708L18.5422 12L14.9708 7H5V10H3V7C3 5.89543 3.89543 5 5 5H14.9708Z\" fill=\"currentColor\"/><path fill-rule=\"evenodd\" clip-rule=\"evenodd\" d=\"M6 12C5.44772 12 5 12.4477 5 13V15H3C2.44772 15 2 15.4477 2 16C2 16.5523 2.44772 17 3 17H5V19C5 19.5523 5.44772 20 6 20C6.55228 20 7 19.5523 7 19V17H9C9.55228 17 10 16.5523 10 16C10 15.4477 9.55228 15 9 15H7V13C7 12.4477 6.55228 12 6 12Z\" fill=\"currentColor\"/></svg>'Project Title</span> to be received no later than <span class=\"templateTag mceNonEditable\" data-templatevariable=\"project.proposalDeadline\"><svg class=\"codeIcon\" xmlns=\"http://www.w3.org/2000/svg\" width=\"14px\" height=\"14px\" viewBox=\"0 0 24 24\"><path fill-rule=\"evenodd\" clip-rule=\"evenodd\" d=\"M14.9708 5C15.6167 5 16.2228 5.31193 16.5982 5.83752L21 12L16.5982 18.1625C16.2228 18.6881 15.6167 19 14.9708 19H12V17H14.9708L18.5422 12L14.9708 7H5V10H3V7C3 5.89543 3.89543 5 5 5H14.9708Z\" fill=\"currentColor\"/><path fill-rule=\"evenodd\" clip-rule=\"evenodd\" d=\"M6 12C5.44772 12 5 12.4477 5 13V15H3C2.44772 15 2 15.4477 2 16C2 16.5523 2.44772 17 3 17H5V19C5 19.5523 5.44772 20 6 20C6.55228 20 7 19.5523 7 19V17H9C9.55228 17 10 16.5523 10 16C10 15.4477 9.55228 15 9 15H7V13C7 12.4477 6.55228 12 6 12Z\" fill=\"currentColor\"/></svg>'Proposal Submission Date</span> at <span class=\"templateTag mceNonEditable\" data-templatevariable=\"project.proposalDeadlineTime\"><svg class=\"codeIcon\" xmlns=\"http://www.w3.org/2000/svg\" width=\"14px\" height=\"14px\" viewBox=\"0 0 24 24\"><path fill-rule=\"evenodd\" clip-rule=\"evenodd\" d=\"M14.9708 5C15.6167 5 16.2228 5.31193 16.5982 5.83752L21 12L16.5982 18.1625C16.2228 18.6881 15.6167 19 14.9708 19H12V17H14.9708L18.5422 12L14.9708 7H5V10H3V7C3 5.89543 3.89543 5 5 5H14.9708Z\" fill=\"currentColor\"/><path fill-rule=\"evenodd\" clip-rule=\"evenodd\" d=\"M6 12C5.44772 12 5 12.4477 5 13V15H3C2.44772 15 2 15.4477 2 16C2 16.5523 2.44772 17 3 17H5V19C5 19.5523 5.44772 20 6 20C6.55228 20 7 19.5523 7 19V17H9C9.55228 17 10 16.5523 10 16C10 15.4477 9.55228 15 9 15H7V13C7 12.4477 6.55228 12 6 12Z\" fill=\"currentColor\"/></svg>'Proposal Submission Time</span>.</p><p>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.</p><p>The primary goals include the following:</p><p>&bull;\tEnhancing participant retirement outcomes;</p><p>&bull;\tAnalyzing the overall competitiveness of the Plan;</p><p>&bull;\tProviding for the integrated administration and reporting for the Plan;</p><p>&bull;\tOffering the most appropriate investment menu;</p><p>&bull;\tImproving participant education and communication services;</p><p>&bull;\tEnhancing the formal education for the 457 Deferred Compensation Advisory Group</p><p>&bull;\tProviding robust on-line transaction and information capabilities;</p><p>&bull;\tProviding support for as many administrative functions as deemed appropriate;</p><p>&bull;\tEvaluating alternative pricing structures;</p><p>&bull;\tReducing participant and Plan expenses;</p><p>&bull;\tProviding for an orderly and timely transition of assets and services if necessary; and</p><p>&bull;\tContinuing the formal record keeper/Committee working relationship.</p>",
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  "created_at": "2021-04-29T16:02:35.000Z",
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  "releaseProjectDate": "2021-04-29T16:07:52.824Z"
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