Retirement Plan Exchange Platform Administrator Services
Overview
Fit Score
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SUMMARY
KEY REQUIREMENTS
TIMELINE
Platform operational by statutory deadline.
Provider intake launched by statutory deadline.
Full operations launched by statutory deadline.
Issuing Agency
Office Of State Treasurer
Organization overview and procurement intelligence available on paid plans.
DESCRIPTION
The state of Utah is seeking a vendor to provide administrator services for a retirement plan exchange platform. The selected vendor will be responsible for designing, deploying, and maintaining a secure, scalable, and publicly accessible online platform that serves as a neutral marketplace for retirement plans.
Key requirements include the development of a state-branded employer interface that facilitates employer account creation, secure login, and a streamlined process for evaluating retirement plan options. The platform must ensure neutrality among participating providers and be optimized for simplicity, speed, and ease of use, allowing employers to select plans without in-depth retirement plan expertise. The service contract will have an initial term of one year.
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Frequently asked questions
- When is the submission deadline?
- Submissions are due June 17, 2026.
- Who issued this RFP?
- It was issued by Office Of State Treasurer. The work is located in Utah, United States.
- Who is a good fit for this opportunity?
- Experience developing secure, scalable online marketplace platforms
- Proven record in financial or retirement services software solutions
- Ability to support government or state-branded interfaces
- Expertise in UX/UI design for non-technical users
- Past performance in neutral or multi-provider platform administration
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