Recordkeeping, Investment, and Participant Education Services
Overview
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SUMMARY
KEY REQUIREMENTS
CONTRACT DURATION
TIMELINE
Issue RFP: June 12th, 2026
Submit Written Questions: June 26th, 2026 by 2:00pm
Provide Response to Questions: July 6th, 2026
Submit Proposals: July 28th, 2026 by 1:00pm
Bid Opening: July 28th, 2026 at 2:00pm
QUESTION DEADLINE
CONTACTS
Primary procurement contact — name, title, email, and phone
Additional decision-makers and their departments
Issuing Agency
Durham Public Schools
DESCRIPTION
The government authority in Durham, North Carolina is seeking a vendor to provide comprehensive recordkeeping, investment, and participant education services under a group contract. The selected vendor will deliver recordkeeping, processing, customer service, communication, compliance, and custody services, supporting plan administration and enhancing the experience for plan participants.
The scope of work may include loan coordination with legacy providers, though ongoing contributions will transition to the current contract. Employee education is a key component, requiring a combination of in-person and virtual services to educate staff on plan benefits. Vendors must also offer competitive investment options, developed in collaboration with the authority or its investment consultant.
The contract will be established for a five-year term. All prospective vendors are required to submit questions regarding the RFP by June 26, 2026.
Similar RFPs
Frequently asked questions
- When is the submission deadline?
- Submissions are due July 28, 2026. Questions must be submitted by June 26, 2026.
- Who issued this RFP?
- It was issued by Durham Public Schools. The work is located in Durham, North Carolina, United States.
- Who is a good fit for this opportunity?
- Experience providing recordkeeping and investment services for governmental or public sector clients
- Proven track record in employee education, including in-person and virtual formats
- Capability to manage loan coordination among legacy providers
- Ability to offer a variety of competitive investment options in consultation with clients
- Strong compliance and customer service 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.