Retirement Investment and Recordkeeping Services
| Location: | Kansas |
|---|---|
| Posted: | Feb 14, 2026 |
| Due: | Mar 13, 2026 |
| Agency: | Johnson County Kansas |
| Type of Government: | State & Local |
| Category: |
|
| Solicitation No: | 2026-006 |
| Publication URL: | To access bid details, please log in. |
Bid Information
| Type | Request for Proposal |
| Status | Issued |
| Number | 2026-006 (Retirement Investment and Recordkeeping Services) |
| Issue Date & Time | 2/13/2026 04:49:07 PM (CT) |
| Close Date & Time | 3/13/2026 02:00:00 PM (CT) |
| Question Cut Off Date | 2/27/2026 05:00:00 PM (CT) |
| Notes |
Johnson County, KS sponsors a 457 plan and a 401(a) plan as well as a 457 and 401(a) plan for the Parks and Recreation District. The plans are completely voluntary and are offered as a supplement to the defined benefit KPERS program. The 457 plans contain the participant deferral contributions while the 401(a)’s hold the County matching contribution. Additional plan details are available below under Plan Information. Johnson County, KS wants to provide the best possible retirement program to their employees. The RFP process is underway as part of a periodic review to ensure the best services and investments are available to retirement plan participants. Johnson County, KS is seeking a full-service provider who will provide recordkeeping, administration and investment services. |
| Name | Kyra Smith |
| Address |
111 S. Cherry, #2400
Olathe, KS 66061 USA |
| Phone | (913) 715-0538 |
| Fax | |
| kyra.smith@jocogov.org |
Bid Documents
| Document name | Format | ||
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Bid Invitation
|
Acrobat / PDF | BINVAVL | 9112182 |
Bid Attachments
| File Name | Description | File Size | ||
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||||
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2026-006 Retirement Investment and Recordkeeping Services RFP Final.pdf
|
2026-006 Retirement Investment and Recordkeeping Services RFP | 697 KB | 339306 | 7206111 |
|
Exhibit A - RFP Questions.xlsx
|
Exhibit A - RFP Questions.xlsx | 69 KB | 339306 | 7206105 |
|
Exhibit B - Informational Documents Listing.pdf
|
Exhibit B - Informational Documents Listing | 85 KB | 339306 | 7206106 |
|
1. 401(A) Executive Retirement Plan.pdf
|
Part of Exhibit B - Informational Documents Listing
1. 401(A) Executive Retirement Plan.pdf
|
1.31 MB | 339306 | 7205933 |
|
2. 401(A) Supplemental Retirement Plan.pdf
|
Part of Exhibit B - Informational Documents Listing
2. 401(A) Supplemental Retirement Plan.pdf
|
14 MB | 339306 | 7205934 |
|
3. 457 Deferred Compensation Plan.pdf
|
Part of Exhibit B - Informational Documents Listing
3. 457 Deferred Compensation Plan.pdf
|
16 MB | 339306 | 7205935 |
|
4. Amendment One to JOCO 457 Deferred Comp Plan.pdf
|
Part of Exhibit B - Informational Documents Listing
4. Amendment One to JOCO 457 Deferred Comp Plan.pdf
|
132 KB | 339306 | 7205936 |
|
5. Amendment One to JOCO Executive Plan.pdf
|
Part of Exhibit B - Informational Documents Listing
5. Amendment One to JOCO Executive Plan.pdf
|
81 KB | 339306 | 7205937 |
|
6. Amendment One to JOCO Supplemental Plan.pdf
|
Part of Exhibit B - Informational Documents Listing
6. Amendment One to JOCO Supplemental Plan.pdf
|
194 KB | 339306 | 7205938 |
Attachment Preview
2026-006
Retirement Investment and Recordkeeping Services
Issue Date: 2/13/2026
Questions Deadline: 2/27/2026 05:00 PM (CT)
Response Deadline: 3/13/2026 02:00 PM (CT)
Purchasing
Contact Information
Contact: Kyra Smith
Address: FMA-Purchasing
111 S. Cherry, #2400
Olathe, KS 66061
Phone: (913) 715-0538
Email: kyra.smith@jocogov.org
Page 1 of 7 pages
Deadline: 3/13/2026 02:00 PM (CT)
2026-006
Event Information
Number:
2026-006
Title:
Retirement Investment and Recordkeeping Services
Type:
Request for Proposal
Issue Date:
2/13/2026
Question Deadline: 2/27/2026 05:00 PM (CT)
Response Deadline: 3/13/2026 02:00 PM (CT)
Notes:
Johnson County, KS sponsors a 457 plan and a 401(a) plan as well as a 457 and
401(a) plan for the Parks and Recreation District.
The plans are completely voluntary and are offered as a supplement to the defined
benefit KPERS program. The 457 plans contain the participant deferral contributions
while the 401(a)’s hold the County matching contribution. Additional plan details are
available below under Plan Information.
Johnson County, KS wants to provide the best possible retirement program to their
employees. The RFP process is underway as part of a periodic review to ensure the
best services and investments are available to retirement plan participants. Johnson
County, KS is seeking a full-service provider who will provide recordkeeping,
administration and investment services.
Bid Activities
RFP Clarification Deadline
RFP Clarification Deadline
RFP Proposal Opening - Zoom
Zoom Meeting:
2/27/2026 5:00:00 PM (CT)
3/13/2026 2:00:00 PM (CT)
Join Zoom Meeting
https://us02web.zoom.us/j/86866029985?pwd=cwpHhQgkT486qcdepDbMXttOgnwVZP.1
Meeting ID: 868 6602 9985
Passcode: 459667
Bid Attachments
2026-006 Retirement Investment and Recordkeeping Services RFP Final.pdf
2026-006 Retirement Investment and Recordkeeping Services RFP
Exhibit A - RFP Questions.xlsx
Exhibit A - RFP Questions.xlsx
Exhibit B - Informational Documents Listing.pdf
Exhibit B - Informational Documents Listing
Page 2 of 7 pages
Deadline: 3/13/2026 02:00 PM (CT)
Download
Download
Download
2026-006
1. 401(A) Executive Retirement Plan.pdf
Part of Exhibit B - Informational Documents Listing
1. 401(A) Executive Retirement Plan.pdf
2. 401(A) Supplemental Retirement Plan.pdf
Part of Exhibit B - Informational Documents Listing
2. 401(A) Supplemental Retirement Plan.pdf
3. 457 Deferred Compensation Plan.pdf
Part of Exhibit B - Informational Documents Listing
3. 457 Deferred Compensation Plan.pdf
4. Amendment One to JOCO 457 Deferred Comp Plan.pdf
Part of Exhibit B - Informational Documents Listing
4. Amendment One to JOCO 457 Deferred Comp Plan.pdf
5. Amendment One to JOCO Executive Plan.pdf
Part of Exhibit B - Informational Documents Listing
5. Amendment One to JOCO Executive Plan.pdf
6. Amendment One to JOCO Supplemental Plan.pdf
Part of Exhibit B - Informational Documents Listing
6. Amendment One to JOCO Supplemental Plan.pdf
Download
Download
Download
Download
Download
Download
Requested Attachments
RFP Response Submittal
(Attachment required)
See item 12 in the Request for Proposal for instructions on information to include in your submittal. Please upload a
single file PDF with all requested information (100MB limit). If additional files need to be uploaded, you can do this in
the "other response attachment" area.
Exhibit A - RFP Questions
(Attachment required)
Exhibit A - RFP Questions, please ensure that you respond to all nine (9) tabs within the excel document. Do not
attach this as part of your response submittal document.
Cost information shall not appear anywhere within the proposal documents other than in the Exhibit A – RFP
Questions, Plan Fee tab. If your firm wishes to propose additional cost options or items, it is recommended to submit
those options separately from Exhibit A – RFP Questions; however, they will not be considered when awarding cost
points
Bid Attributes
1 Proposal Terms & Conditions
Respondent has read and fully accepts all terms & conditions as presented. If you object, please upload any
exceptions you take under the response attachment tab, under "other".
Acknowledged
(Required: Check if applicable)
Page 3 of 7 pages
Deadline: 3/13/2026 02:00 PM (CT)
2026-006
2 Binding Agent
Please indicate the agent who has authority to bind your company to a contract. Binding Agent's name, title, and
email address are requested.
(Required: Maximum 4000 characters allowed)
3 Cooperative Procurement With Other Jurisdictions
If Johnson County, Kansas awarded you the proposed contract, would you sell under the prices and terms of the
contract to any Municipal, County Public Utility, Hospital, Educational Institution or any other non-profit organization?
All deliveries shall be FOB Destination and there shall be no obligations on the part of any member of said Council
to utilize this contract). This section will not affect award.
Yes No
(Required: Check only one)
4 Insurance
If awarded a contract, the successful firm is required to provide a certificate of insurance with stated amounts in the
solicitation and contract agreement. Please acknowledge you understand and will meet this requirement.
Acknowledged
(Required: Check if applicable)
5 Debarment Notice
Please certify your company has not been debarred, suspended or otherwise ineligible for participation in Federal
Assistance programs under Executive Order 12549, "Debarment and Suspension", as described in the Federal
Register and Rules and Regulations. Johnson County verifies this information through the use of the GSA System
for Award Management prior to award of contract.
Acknowledged
(Required: Check if applicable)
6 Litigation
Has your company been a party to any pending or concluded litigation that could effect the outcome of a contract
with Johnson County?
yes No
(Required: Check only one)
7 Bankruptcy
Has your company ever declared bankruptcy?
Yes No
(Required: Check only one)
Page 4 of 7 pages
Deadline: 3/13/2026 02:00 PM (CT)
2026-006
8 Purchasing Card
Will you accept a County issued procurement credit card (VISA)? If so, please provide the associated fees and
conditions if any.
(Required: Maximum 4000 characters allowed)
9 Online Transactions
Does your firm or agency allow for online purchasing at the prices stated in your bid?
Yes No
(Optional: Check only one)
1 Invoice Discount Terms
0 Is a discount offered for prompt payment of invoices? If a discount is offered, please provide detailed information on
terms, discount and days.
(Optional: Maximum 4000 characters allowed)
1 CORE4 Tax Clearance
1 I acknowledge the Core 4 Tax Clearance form RD-C3 and multi-jurisdictional forms will be completed and approved
prior to award if contract is to exceed $150,000.
Acknowledge
(Required: Check if applicable)
1 Preference
2 Effective January 1, 2026, when all factors are equal, a preference policy will be applied in the following order:
1. Local Preference: Business or physical office must be located in Johnson County.
2. Apprenticeship program registered with U.S. Department of Labor.
3. Individuals with disabilities and disabled veterans that align with K.S.A. 75-3740.
Please indicate if your firm qualifies for any of the preferences. If so, back-up documentation is required to be
provided as an attachment to the submission.
Local Preference - Location in Johnson County
Apprenticeship Program - Registered with U.S. DOL
Individuals with disabilities per K.S.A. 75-3740
Disabled Veteran - Per K.S.A 75-3740
(Optional: Check all that apply)
Page 5 of 7 pages
Deadline: 3/13/2026 02:00 PM (CT)
2026-006
This is the opportunity summary page. It provides an overview of this opportunity and a preview of the attached documentation.
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