457 Fund Administration and Record Keeping Services
| Location: | Texas |
|---|---|
| Posted: | Feb 15, 2026 |
| Due: | Mar 23, 2026 |
| Agency: | City of Plano |
| Type of Government: | State & Local |
| Category: |
|
| Solicitation No: | 2026-0155-AC |
| Publication URL: | To access bid details, please log in. |
Bid Information
| Type | Request for Proposal |
| Status | Issued |
| Number | 2026-0155-AC (457 Fund Administration and Record Keeping Services) |
| Issue Date & Time | 2/12/2026 03:30:01 PM (CT) |
| Close Date & Time | 3/23/2026 02:00:00 PM (CT) |
| Question Cut Off Date | 2/25/2026 02:00:00 PM (CT) |
| Notes |
The City of Plano is soliciting
proposals from qualified firms to provide sole provider administration, recordkeeping, education, and investment management services for the City’s Section 457(b) Deferred Compensation Plan.
Questions must be submitted electronically through IonWave at planotx.ionwave.net. No questions will be answered over the phone or through email.
The preferred method for proposal submission is electronically through IonWave. If you choose to submit your bid/proposal in person, Procurement personnel will be available Mondays and Wednesdays between the hours of 10 a.m. and 2 p.m. The person delivering the bid/proposal must call (972) 941-7557 upon arrival during those hours and wait in the lobby for someone to meet them to receive their bid/proposal. Responses delivered in person are to be delivered in a sealed envelope to the Procurement Division at:
City of Plano Procurement Division
1520 K Avenue
Plano, TX 75074
Ph: (972) 941-7557
All responses are due prior to the published closing date and time. No late responses will be accepted.
Bids/Proposals will be opened, and the names of offerors read, on
Tuesday, March 24, 2026, at 2:00 PM CT.
The reading will take place at City Hall
.
Tabulations for these solicitations should be available on Ionwave within 48 hours of the opening. In some cases, they may be available earlier. We ask that you limit exposure by viewing tabulations electronically through IonWave, rather than attending at City Hall.
Time Critical Bid/Proposal Deliveries: The City of Plano cannot guarantee, due to internal procedures, that any bids/proposals sent via US mail will be picked up and delivered by the closing date and time. It is recommended that critical bid/proposal deliveries be made either electronically through IonWave or in person as described above. It is further recommended that users review all electronic response attachments to ensure the uploaded files are able to be downloaded and viewed. Instructions for this, if needed, can be found in the Supplier Bid Response Quick Tutorial online in Ionwave or by calling Ionwave Support at 844-226-3862. Responses or parts of a response whether hardcopy or electronic that cannot be viewed may deem your submittal as non-responsive. In addition, the City reserves the right to request clarification in such cases.
|
| Name | Vernie Rambo |
| Address |
1520 K Avenue
Plano, TX 75074 USA |
| Phone | |
| Fax | |
| vernier@plano.gov |
Bid Documents
Bid Attachments
| File Name | Description | File Size | ||
|
||||
| General Terms and Conditions 12.22.25.pdf (please login to view this document) | General Terms and Conditions 12.22.25 | 234 KB | 337020 | 7107668 |
| 2026-0155-AC RFP 457 Deferred Compensation Plan SOO.pdf (please login to view this document) | 2026-0155-AC Statement of Objectives | 257 KB | 337020 | 7201765 |
| Attachment 1 - MINIMUM REQUIREMENTS.docx (please login to view this document) | Minimum Requirements Form | 33 KB | 337020 | 7201749 |
| Attachment 2 - QUESTIONNAIRE.docx (please login to view this document) | Questionnaire | 38 KB | 337020 | 7201759 |
| Exhibit A-457 Plan Document 2021.pdf (please login to view this document) | Exhibit A457 Plan Document | 737 KB | 337020 | 7193982 |
| Exhibit B-457 Plan Document Supplement for Part-Time, Temp and Seasonal.pdf (please login to view this document) | Exhibit B - Plan Document Supplement | 77 KB | 337020 | 7193992 |
| Exhibit C- Investment Policy Statement.pdf (please login to view this document) | Exhibit C - Investment Policy Statement | 289 KB | 337020 | 7193997 |
| Exhibit D-MSQ Retirement Q4 2025 Plan Review - City of Plano.pdf (please login to view this document) | Exhibit D - Q4 2025 Plan Review | 635 KB | 337020 | 7194000 |
| Exhibit E-Investment Performance Review.pdf (please login to view this document) | Exhibit E - Investment Performance Review | 1.43 MB | 337020 | 7194007 |
| Exhibit F-Adoption Agreement 2024-01-01 ID 100404.pdf (please login to view this document) | Exhibit F - Adoption Agreement | 776 KB | 337020 | 7194009 |
| Vendor Supplemental Information (Updated 9.13.24).pdf (please login to view this document) | Vendor Supplemental Information | 196 KB | 337020 | 6228455 |
| Work History Form - Fillable.pdf (please login to view this document) | Work History Form | 265 KB | 337020 | 6513383 |
| Custody_Related Services Insurance Requirements.pdf (please login to view this document) | Insurance Requirements | 690 KB | 337020 | 7170192 |
| CIQ - Conflict of Interest Questionaire.pdf (please login to view this document) | Conflict of Interest Questionnaire | 101 KB | 337020 | 2695001 |
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