Posted Date : November 14,2018
Product (RFP/RFQ/RFI/Solicitation/Tender/Bid Etc.) ID : RS-0538
Government Authority located in Arvada, Colorado; USA based organization looking for recordkeeping services for retirement plans.
[A] Budget: Looking for Proposals
[B] Scope of Service:
(1) Vendor needs to provide recordkeeping services for retirement plans to the government authority located in Arvada, CO.
- Demonstrate system capabilities to manage and accommodate the designs and terms of the plans.
- Ability to automate and administer fee leveling to return revenue sharing amounts to participants.
- Provide comfort in cybersecurity procedures, including participant make-whole provisions and ongoing commitment to data security.
- Possess excellent past performance and a proven record in the administration of daily valued defined contribution plans.
- Assist with payroll and data scrubbing.
- Accessible, responsive and knowledgeable account manager.
- Provide proven ability and knowledge of call center representatives to answer questions regarding the Plans.
- Provide a robust, easy to navigate website and transactional mobile application.
- Design custom communications and education campaigns that specifically target the demographics of all employees (including employees with no access to email)
- Ability to deal with multiple languages.
- Provide ongoing investment and retirement education.
- Ability and expertise to obtain electronic consents and to provide both electronic and hardcopy notices and materials to participants.
- Provide specific education targeting newly enrolled participants and participants nearing retirement.
(2) All questions must be submitted no later than November 27, 2018.
[C] Eligibility:
Onshore (USA Only)
[D] Work Performance:
Performance of the work will be Offsite. Vendor needs to carry work in their office location.
Budget :
Deadline to Submit Proposals: December 17,2018
Cost to Download This RFP/RFQ/RFI/Solicitation/Tender/Bid Document : 5 US$
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Product (RFP/RFQ/RFI/Solicitation/Tender/Bid Etc.) ID : RS-0538
Government Authority located in Arvada, Colorado; USA based organization looking for recordkeeping services for retirement plans.
[A] Budget: Looking for Proposals
[B] Scope of Service:
(1) Vendor needs to provide recordkeeping services for retirement plans to the government authority located in Arvada, CO.
- Demonstrate system capabilities to manage and accommodate the designs and terms of the plans.
- Ability to automate and administer fee leveling to return revenue sharing amounts to participants.
- Provide comfort in cybersecurity procedures, including participant make-whole provisions and ongoing commitment to data security.
- Possess excellent past performance and a proven record in the administration of daily valued defined contribution plans.
- Assist with payroll and data scrubbing.
- Accessible, responsive and knowledgeable account manager.
- Provide proven ability and knowledge of call center representatives to answer questions regarding the Plans.
- Provide a robust, easy to navigate website and transactional mobile application.
- Design custom communications and education campaigns that specifically target the demographics of all employees (including employees with no access to email)
- Ability to deal with multiple languages.
- Provide ongoing investment and retirement education.
- Ability and expertise to obtain electronic consents and to provide both electronic and hardcopy notices and materials to participants.
- Provide specific education targeting newly enrolled participants and participants nearing retirement.
(2) All questions must be submitted no later than November 27, 2018.
[C] Eligibility:
Onshore (USA Only)
[D] Work Performance:
Performance of the work will be Offsite. Vendor needs to carry work in their office location.
Budget :
Deadline to Submit Proposals: December 17,2018
Cost to Download This RFP/RFQ/RFI/Solicitation/Tender/Bid Document : 5 US$