Retirement Plan Recordkeeper Service
Location:
Centennial, Colorado, United States
Posted on:
Deadline:
Summary:
Seeking a provider for one year of retirement plan recordkeeper, administration, trust, and custody services for the Douglas, Colorado government authority.
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A government authority in Douglas, Colorado is seeking a vendor to provide comprehensive retirement plan recordkeeping services. Required services include all aspects of recordkeeping, administration, trust, custody, and communication related to the retirement plan.
Vendors are instructed to submit fees based solely on recordkeeping and administrative services, and should not include fees for ancillary products or optional programs, such as managed accounts. The contract for these services will have a period of one year. Vendors should address all required services as outlined and direct any questions by the specified deadline.
Best-fit vendors:
• Extensive experience in retirement plan recordkeeping and administration
• Proven track record servicing government or public sector clients
• Ability to provide trust, custody, and communication services
• Licensed and compliant with federal and Colorado state regulations
