Third Party Administration Services
Location:
California, United States
Posted on:
Deadline:
Summary:
The District is seeking a vendor for third party administration of employee tax-sheltered annuities and insurance policies, with strict approval and reporting protocols.
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The District seeks a vendor to provide third party administration services related to tax-sheltered annuities and optional insurance policies for district employees. The selected provider will be responsible for ensuring all commercial materials displayed or distributed are pre-approved by the District. Additionally, prior approval is required for on-site activities, and representatives must report their presence to the site administration office immediately upon arrival.
Bidders are required to submit a list of all pending litigation and outstanding claims, including bankruptcy issues, pending lawsuits, planned office closures, and impending mergers. The contract will span a three-year period, and all questions regarding the RFP must be submitted by March 25, 2026.
Best-fit vendors:
• Expertise in third party administration for employee benefit programs
• Proven experience managing tax-sheltered annuities and insurance policies
• Strong compliance and reporting protocols
• Track record of financial stability and transparency
• Ability to operate in California public sector environments
