Retirement Plan Administration and Record Keeping Services
Overview
Fit Score
Settle Intelligence
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SUMMARY
DESCRIPTION
The government authority in Elk Grove, California is seeking a vendor to provide retirement plan administration and record keeping services. The scope includes administration of retirement plans, record keeping, participant education, communications, investment-related services, and other related support.
The selected vendor will be expected to provide periodic reports for both the agency and plan participants, including regular reporting on participant education scheduling and outcomes. Services must support integrated plan administration and reporting, robust online transaction and information capabilities, improved participant education and communication services, and maintenance of relevant records such as beneficiary designations. Record keeper representatives are also expected to attend quarterly plan review meetings.
Questions regarding the solicitation must be submitted by May 19, 2026.
Source attribution
This Settle analysis is based on the issuing organization’s public RFP listing.