Cloud Hosted Retirement Plan Tracking Software
Overview
Fit Score
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SUMMARY
KEY REQUIREMENTS
TIMELINE
Issuance of this RFP: May 28th, 2026
Technical Questions/Inquiries Deadline: June 16th, 2026
Questions Answered via Addendum: June 26th, 2026
RFP Submission/Response Deadline: July 10th, 2026
Demos / Interviews: July 13th, 2026 – July 24th, 2026
Final Award Notification: August 5th, 2026
Contract Negotiations Complete: August 21st, 2026
Implementation Start Date: September 1st, 2026
QUESTION DEADLINE
CONTACTS
Primary procurement contact — name, title, email, and phone
Additional decision-makers and their departments
Issuing Agency
Weld County
DESCRIPTION
A county in Colorado seeks a vendor to provide a cloud-hosted retirement plan tracking software solution to support the administration of its retirement plan. The software must be capable of tracking three or more tiers of retirement plans, including 401(a) plan types, and must accommodate grandfathered provisions.
The solution should accurately calculate employee benefits by considering eligibility rules such as age, service, employment status, and job class. It must support the configuration of spouse or beneficiary elections, facilitate fund transfers between multiple financial institutions such as Wells Fargo and US Bank, and allow for audits on events such as death, ensuring benefits are adjusted or discontinued as appropriate. The system must also support the processing of lump sum benefit payouts.
The retirement tracking software must be delivered as a fully hosted SaaS or equivalent cloud-based deployment, requiring no on-premises infrastructure for compute, database, or storage components. Additionally, the platform must provide seamless, non-disruptive upgrades without system downtime during maintenance.
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Frequently asked questions
- When is the submission deadline?
- Submissions are due July 10, 2026. Questions must be submitted by June 16, 2026.
- Who issued this RFP?
- It was issued by Weld County. The work is located in Greeley, Colorado, United States.
- Who is a good fit for this opportunity?
- Developers of cloud-based retirement tracking or benefits administration software
- Experience with multi-tier, multi-institution pension plan administration
- Proven SaaS deployment for government or large enterprise clients
- Capability to provide secure, seamless software upgrades
- Expertise in eligibility rules and regulatory compliance for retirement plans
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