BANKING-9614 - USA (San Diego, California) - Retirement Plan Administrator Services - Deadline December 16,2026

(1) Vendor needs to provide retirement plan administrator services to the government authority located in San Diego, CA.• Implementation and Transition:– Develop and manage an implementation plan.– coordinate with the Plan Sponsor, incumbent provider, payroll and other parties• Recordkeeping and Administration:– Maintain accurate participant and Plan records.– process deferrals and other contributions, investment activity, fees, loans, unforeseeable emergency withdrawals, distributions and other transactions.• Plan Compliance Support:– Administer the governmental Plan provisions and applicable contribution sources, eligibility rules, deferral limits and catch–up provisions, beneficiary records, unforeseeable emergency withdrawals, required distributions, tax reporting and other agreed administrative functions.• Participant Services:–Provide secure participant access through web, mobile, telephone and other agreed channels.– Support account inquiries and transactions, statements and confirmations, enrolment, beneficiaries, loans, unforeseeable emergency withdrawals, distributions and retirement planning tools.• Communication and Education:– Develop an annual participant communication and education strategy. – Provide agreed on–site and virtual education, enrolment support, individual and group meetings, customized materials and measures of participant engagement and outcomes.• Plan Sponsor Services:– Assign qualified relationship–management personnel.– provide a secure sponsor portal, standard and ad hoc reporting, issue management, training and timely support for Plan Sponsor staff and authorized representatives.• Cybersecurity, Privacy and Resilience:– Maintain appropriate information–security, privacy, fraud–prevention, business–continuity and disaster–recovery programs.– Protect Plan data, control access, oversee subcontractors, provide independent control reports and promptly respond to incidents in accordance with contractual requirements.(2) The contract period will be for three years.(3) Pre–bid meeting will be held on December 1, 2026.(4) All the questions must be submitted no later than December 3, 2026.