457(b) Deferred Compensation and Roth Plan Services
Overview
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SUMMARY
DESCRIPTION
A government authority in Texas is seeking a qualified vendor to provide 457(b) deferred compensation and Roth plan services. The engagement is intended to consolidate three existing plan providers into a single recordkeeper, streamline administration, improve the participant experience, and ensure a smooth transfer of assets with minimal disruption.
The selected provider will be expected to help reduce plan fees, implement an open-architecture investment menu with high-quality alternatives aligned with fiduciary standards, and provide enhanced participant education. Education and financial wellness support may include individual meetings, group presentations, ongoing guidance, and targeted outreach to increase participation and average deferral amounts.
Services will also be expected to reduce the administrative burden on plan sponsors by streamlining employee inquiries, loan approvals, Qualified Domestic Relations Orders, and other plan transactions. The provider should offer intuitive tools, responsive service, and a simplified investment structure that supports long-term retirement readiness. The contract period will be one year.
Similar RFPs
Frequently asked questions
- When is the submission deadline?
- Submissions are due September 28, 2026.
- Who is a good fit for this opportunity?
- Retirement plan recordkeeper or deferred compensation services provider
- Demonstrated expertise administering governmental 457(b) and Roth plans
- Experience consolidating multiple providers and transferring plan assets
- Strong participant education, financial wellness, and engagement capabilities
- Open-architecture investment platform aligned with fiduciary standards
- Proven administrative support for loans, QDROs, inquiries, and plan transactions
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.