Deferred Compensation Recordkeeper
| Location: | California |
|---|---|
| Posted: | May 20, 2026 |
| Due: | Jun 19, 2026 |
| Agency: | Santa Cruz County |
| Type of Government: | State & Local |
| Category: |
|
| Solicitation No: | 25P3-006 |
| Publication URL: | To access bid details, please log in. |
Project ID: 25P3-006
Title: Deferred Compensation Recordkeeper
Addenda: 0
Release Date: 5/20/2026
Due Date: 6/19/2026
Post Information
Sealed Bid Process:Yes (Bids Sealed / Pricing Sealed)
Private Bid:No
Summary
Deferred Compensation Recordkeeper
25P3-006
Contact Person: Akinola Oshodi
akinola.oshodi@santacruzcountyca.gov
Questions must be submitted during the Q&A Period as described in the Timeline using the Question and Answer tab for this solicitation.
The County of Santa Cruz invites sealed proposals from qualified vendors to provide comprehensive retirement plan recordkeeping and administration services.
Established in 1850 as one of the state’s original 27 counties, the County of Santa Cruz was originally called Branciforte. The name was later changed to Santa Cruz, which is “holy cross” in Spanish. The County of Santa Cruz geographically is the second smallest county within the State of California yet it has one of the largest unincorporated area populations. The 2020 estimated population for the County of Santa Cruz by the U.S. Census Bureau was 270,861. The County encompasses an urban service area of 440 square miles.
Background
The intent of this Request for Proposals (RFP) is to establish a service agreement with a vendor that can implement, manage, and support retirement plan operations for eligible participants and County staff.
The following provides a general overview of the types of services anticipated under this RFP:
• Participant Recordkeeping and Account Maintenance
• Payroll and Contribution Processing
• Investment Administration, Trust and/or Custody
• Compliance Support, Testing, and Regulatory Updates
• Participant Services, Service Center, and Transactions
• Plan Sponsor Services, Governance Support, and Reporting
• Communication, Education, Engagement, and Financial Wellness
Timeline
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