External Recordkeeper and Plan Administrator Services
Overview
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SUMMARY
DESCRIPTION
A government authority in Columbus, Ohio is seeking an external recordkeeper and plan administrator to provide comprehensive administration and recordkeeping services for its plan. The scope includes implementation, participant services, investment transaction processing, technology integration, reporting, and related operational support.
The selected vendor is expected to deliver a service model that improves both participant and employer experience, supports compliant and accurate plan administration, enables disciplined oversight and reporting, and provides a scalable framework for implementation and long-term operations. Services include employer onboarding and account setup, participant outreach and enrollment support, account maintenance, investment and account processing, document and workflow support, participant communications, dashboards, file exchanges, website and service-center support, and other day-to-day administrative services required to manage the plan efficiently at scale.
Questions regarding the solicitation must be submitted no later than July 20, 2026.
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Frequently asked questions
- When is the submission deadline?
- Submissions are due August 14, 2026.
- Who is a good fit for this opportunity?
- Retirement plan recordkeeping and third-party administration provider
- Experience serving public sector or government-sponsored plans
- Strong capabilities in participant services, enrollment, and employer support
- Proven investment transaction processing and high-volume account administration expertise
- Technology platform with secure integrations, reporting dashboards, and file exchange capabilities
- Demonstrated compliance, audit readiness, and regulatory administration experience
- Scalable operations for implementation and long-term plan support
- Established client service center and participant communications infrastructure
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.