When is the submission deadline?

Submissions are due November 9, 2026. Questions must be submitted by October 8, 2026.

What is the budget for this RFP?

The published budget is $15,100,000.

It was issued by Head Start Of Greater Dallas, Inc.. The work is located in Dallas, Texas, United States.

Who is a good fit for this opportunity?

Licensed financial institution or retirement plan administrator. Demonstrated experience managing 403(b) retirement plans. Experience serving government or nonprofit employers. Proven ability to administer employer contribution matching programs. Transparent fee disclosure and participant expense management practices.

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403(b) Retirement Plan Services

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Overview

Financial, Legal, HR & Staffing

Dallas, Texas, United StatesPosted: August 31, 2026Deadline: November 9, 2026

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SUMMARY

A Dallas government authority seeks a licensed provider to administer a one-year employer-sponsored 403(b) retirement plan with a 50% employer contribution match. Vendors must demonstrate relevant experience and provide complete fee disclosures.

KEY REQUIREMENTS

Must be an experienced and licensed financial management institution or plan manager
Must have a proven track record in administrating 403(b) retirement plans for non-profit organizations
Must be in compliance with DOL, ERISA, and IRS regulations
Must be licensed and approved by the State of Texas to administrate a 403(b) retirement plan
Must have at minimum 10 years experience in providing 403(b) plans
Must provide full disclosure of plan expenses
Must provide third party documentation for small and/or minority-owned business status if applicable
Must provide three hardcopy copies of the proposal and three hardcopy copies of the fee/cost and disclosure information in a separately sealed envelope

BUDGET

Verified

$15,100,000

CONTRACT DURATION

60 months

TIMELINE

Pre-proposal Conference: October 12th, 2026

Deadline for questions: October 8th, 2026

Closing Submission Date: November 9th, 2026

QUESTION DEADLINE

October 8, 2026

CONTACTS

Primary procurement contact — name, title, email, and phone

Additional decision-makers and their departments

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Issuing Agency

Head Start Of Greater Dallas, Inc.

Organization overview and procurement intelligence available on paid plans.

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DESCRIPTION

A government authority in Dallas, Texas is seeking an experienced provider to administer a 403(b) retirement plan. The proposed plan must be employer-sponsored and include an employer contribution matching 50% of each employee’s contribution.

Eligible providers should be licensed financial management institutions or retirement plan managers with a proven record of administering 403(b) plans. Responses should include relevant 403(b) management experience, including the names, addresses, contact persons, and telephone numbers of organizations currently served.

The selected provider must disclose all plan expenses charged to the agency and participants, including the type and amount of each fee or charge. The contract term will be one year. A pre-proposal conference is scheduled for October 12, 2026.

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Frequently asked questions

When is the submission deadline?: Submissions are due November 9, 2026. Questions must be submitted by October 8, 2026.
What is the budget for this RFP?: The published budget is $15,100,000.
Who issued this RFP?: It was issued by Head Start Of Greater Dallas, Inc.. The work is located in Dallas, Texas, United States.
Who is a good fit for this opportunity?: Licensed financial institution or retirement plan administrator
Demonstrated experience managing 403(b) retirement plans
Experience serving government or nonprofit employers
Proven ability to administer employer contribution matching programs
Transparent fee disclosure and participant expense management practices

Analysis generated by Settle AI from the source RFP.

RFP Hunter shows what is open. Settle shows what is forming.

Settle pieces together buyer signals, budgets, contract activity, and the sources your team already monitors. See why an opportunity fits and what to do before the RFP posts.

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