Deferred Compensation Plan Services
Overview
Fit Score
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SUMMARY
KEY REQUIREMENTS
CONTRACT DURATION
TIMELINE
Distribute RFP: May 28th, 2026
Last Date to Accept Questions: June 25th, 2026
Responses Due: July 7th, 2026
RFP Review & Questions to Vendors: August 21st, 2026
Vendor Selection: September 4th, 2026
Legislature Approval: September 23rd, 2026
Contract Start Date: January 1st, 2027
QUESTION DEADLINE
CONTACTS
Primary procurement contact — name, title, email, and phone
Additional decision-makers and their departments
Issuing Agency
Genesee County
DESCRIPTION
The government authority in Batavia, New York is seeking a vendor to provide deferred compensation plan services for county employees. The selected provider will be responsible for supplying investment products as well as delivering comprehensive services, including administrative support, trustee responsibilities, employee enrollment, and counseling to ensure the objectives of the county deferred compensation plan are met.
Vendors must offer a structured approach that enables employees to enhance their financial well-being and retirement income. The provider should facilitate ongoing educational programs and consultations, including on-demand reviews of financial hardship withdrawal requests. The proposal's investment products must address the diverse investment objectives of county employees and demonstrate proven operational viability and profitability to the deferred compensation committee.
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Frequently asked questions
- When is the submission deadline?
- Submissions are due July 7, 2026. Questions must be submitted by June 25, 2026.
- Who issued this RFP?
- It was issued by Genesee County. The work is located in Batavia, New York, United States.
- Who is a good fit for this opportunity?
- Extensive experience managing governmental deferred compensation plans
- Proven track record offering diverse investment products for public sector employees
- Ability to provide administrative, trustee, enrollment, and counseling services
- Demonstrated success in supporting employee retirement planning and financial counseling
- Capability to deliver operational reporting and profitability demonstrations to oversight committees
Analysis generated by Settle AI from the source RFP.
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