457(B) Deferred Compensation Plan Retirement Plan Record Keeping Services
Overview
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SUMMARY
KEY REQUIREMENTS
CONTRACT DURATION
TIMELINE
Proposal Release Date: June 26th, 2026
Question Submission & Concern Resolution Request Deadline: July 10th, 2026
Proposal Submission Deadline: July 22nd, 2026
Estimated Date of Contract Execution: September 2026
QUESTION DEADLINE
CONTACTS
Primary procurement contact — name, title, email, and phone
Additional decision-makers and their departments
Issuing Agency
Pierce County
DESCRIPTION
The government authority in Tacoma, Washington, is seeking a vendor to provide comprehensive record keeping services for its 457(B) deferred compensation retirement plan. The scope includes plan setup and onboarding, transition planning, and coordination of conversion activities with accurate data mapping and reconciliation from prior recordkeepers.
Vendors will be responsible for participant recordkeeping, eligibility tracking, account maintenance, and processing both regular and ad-hoc payroll contributions involving multiple frequencies and sources. The vendor will also manage investment administration, trust or custody, regulatory compliance support, and provide robust participant and plan sponsor services including a service center, governance support, and reporting.
Effective communication, participant education, engagement strategies, and programs to promote financial wellness are also included in the requirements. All vendor questions regarding this solicitation must be submitted by July 10, 2026.
Similar RFPs
Frequently asked questions
- When is the submission deadline?
- This RFP closed on July 22, 2026 and is no longer accepting submissions.
- Who issued this RFP?
- It was issued by Pierce County. The work is located in Tacoma, Washington, United States.
- Who is a good fit for this opportunity?
- Experience administering governmental 457(B) deferred compensation plans
- Proven track record in retirement plan record keeping and participant support
- Capability to manage large data transitions and payroll integrations
- Strong regulatory compliance expertise for retirement plans
- History of supporting public sector clients in Washington or the Pacific Northwest
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.