Deferred Compensation Plan Services
Overview
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SUMMARY
KEY REQUIREMENTS
CONTRACT DURATION
TIMELINE
August 14th, 2026: Date of Advertisement
August 28th, 2026: Deadline for questions
September 23rd, 2026: Proposals due by 2:00 P.M.
January 1st, 2027: Contract commencement date
QUESTION DEADLINE
CONTACTS
Primary procurement contact — name, title, email, and phone
Additional decision-makers and their departments
Issuing Agency
County Of Cape May
DESCRIPTION
A government authority in Cape May, New Jersey is seeking a vendor to provide deferred compensation plan administration, investment, and trust services.
The selected provider must maintain participant account records with daily information, including investment balances, salary deferrals, regular and catch-up contributions, distributions, rollovers, earnings, administrative and investment fees, work location, address, and other information necessary for proper account administration. The provider must also process participant investment election changes and transfers of existing account balances daily during business days.
The services must include monitoring annual participant contributions for amounts approaching or exceeding applicable maximums, maintaining catch-up contribution indicators, and tracking emergency withdrawal restrictions. Questions must be submitted by August 28, 2026, and proposals are due by September 23, 2026.
Similar RFPs
Frequently asked questions
- When is the submission deadline?
- Submissions are due September 23, 2026. Questions must be submitted by August 28, 2026.
- Who issued this RFP?
- It was issued by County Of Cape May. The work is located in Cape May Court House, New Jersey, United States.
- Who is a good fit for this opportunity?
- Experienced deferred compensation and retirement plan administration provider
- Demonstrated capabilities in participant account recordkeeping and daily transaction processing
- Expertise in investment management, trust services, and contribution-limit compliance
- Strong data security, reporting, and customer support infrastructure
- Experience serving government authorities or public-sector plan sponsors
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.