When is the submission deadline?

Submissions are due September 16, 2026. Questions must be submitted by September 2, 2026.

It was issued by City Of San José. The work is located in San José, California, United States.

Who is a good fit for this opportunity?

Retirement benefits administration or unclaimed property services provider. Experience processing member records, contribution balances, and transferred funds. Secure electronic data transfer and payment-processing capabilities. Strong controls for account setup, reconciliation, and transaction acknowledgment. Ability to meet five-business-day processing and confirmation requirements.

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Unclaimed Retirement Benefit Services

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Overview

Financial, Legal, HR & Staffing

San José, California, United StatesPosted: August 20, 2026Deadline: September 16, 2026

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SUMMARY

A San Jose government authority seeks a vendor to process unclaimed retirement benefits, including secure transfer, account setup, fund handling, and ongoing processing of member records.

KEY REQUIREMENTS

Must hold all applicable federal and state licenses, registrations, and/or certifications for unclaimed property and rollover services
Must comply with City's Language Equity Policy and Guidelines
Must maintain secure electronic file transfer and payment methods
Must provide customer support via phone and email during standard business hours (8:00am – 5:00pm PST, Monday – Friday)
Must maintain insurance coverage including Commercial General Liability, Automobile Liability, Workers' Compensation, Professional Liability, Crime, and Cyber Liability
Must comply with City's Wage Theft Prevention Policy
Must comply with City's Business Tax requirements
Must maintain active registration and good standing with the California Secretary of State

CONTRACT DURATION

84 months

TIMELINE

Deadline for questions and objections: September 2nd, 2026

Solicitation closing date: September 16th, 2026

QUESTION DEADLINE

September 2, 2026

CONTACTS

Primary procurement contact — name, title, email, and phone

Additional decision-makers and their departments

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Issuing Agency

City Of San José

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DESCRIPTION

A government authority in San Jose, California is seeking a vendor to provide unclaimed retirement benefit services. The authority will transmit member records and corresponding contribution balances for members with unclaimed contributions in batches as accounts are identified for transfer.

Member data and associated contribution balances will be transmitted through a mutually agreed secure electronic file transfer and payment method. The selected vendor must acknowledge receipt of member records and transferred funds and confirm successful account setup and processing within five business days of each transmission.

Initial transfers may be followed by lower-volume transfers on a rolling basis as additional members with unclaimed contributions are identified. Member records and associated funds will be transferred only after review and approval by the authority.

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Frequently asked questions

When is the submission deadline?: Submissions are due September 16, 2026. Questions must be submitted by September 2, 2026.
Who issued this RFP?: It was issued by City Of San José. The work is located in San José, California, United States.
Who is a good fit for this opportunity?: Retirement benefits administration or unclaimed property services provider
Experience processing member records, contribution balances, and transferred funds
Secure electronic data transfer and payment-processing capabilities
Strong controls for account setup, reconciliation, and transaction acknowledgment
Ability to meet five-business-day processing and confirmation requirements

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.

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