Deferred Compensation Plan Provider Services
Overview
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SUMMARY
KEY REQUIREMENTS
CONTRACT DURATION
TIMELINE
Release Date: September 4th, 2026
Deadline for Questions: September 17th, 2026, 2:00 pm
Response Deadline: September 25th, 2026, 2:00 pm
QUESTION DEADLINE
CONTACTS
Primary procurement contact — name, title, email, and phone
Additional decision-makers and their departments
Issuing Agency
Gilbert Public Schools
DESCRIPTION
A government authority in Gilbert, Arizona, is seeking a provider for deferred compensation plan education, financial guidance, and account establishment services. The selected provider will help eligible District employees understand their available options and provide direct assistance in establishing selected accounts. The District and designated Plan Administrator will retain responsibility for plan administration, eligibility determinations, buyback calculations, payroll matters, and District-specific plan decisions.
The provider will explain the purpose and general operation of the Special Pay Buyback program, review options for directing eligible buyback funds, and explain the Health Reimbursement Arrangement (HRA) and 403(b) options available through the plan. Services will include discussion of the features, benefits, limitations, requirements, financial considerations, and advantages and disadvantages associated with each option.
For employees selecting the 403(b) option, the provider will explain the plan’s purpose and features, retirement savings and tax considerations, contribution limits, investment options, risks and potential returns, fees and expenses, withdrawal and distribution provisions, and beneficiary designations. The provider will also complete the 403(b) account-opening process. The contract term will be one year, and questions must be submitted by September 17, 2026.
Similar RFPs
Frequently asked questions
- When is the submission deadline?
- Submissions are due September 25, 2026. Questions must be submitted by September 17, 2026.
- Who issued this RFP?
- It was issued by Gilbert Public Schools. The work is located in Gilbert, Arizona, United States.
- Who is a good fit for this opportunity?
- Retirement plan and deferred compensation service provider
- Experience educating public-sector employees on 403(b), HRA, and related benefits
- Qualified financial professionals capable of providing balanced plan and investment guidance
- Proven ability to support account enrollment and 403(b) account establishment
- Familiarity with contribution limits, tax considerations, fees, distributions, and beneficiary designations
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.