E-RFP #19-071 - Deferred Compensation Administrative, Recordkeeping and Participant Education Services

Agency: Fresno County
State: California
Type of Government: State & Local
Category:
  • U - Education and Training Services
Posted: Apr 26, 2019
Due: Jun 12, 2019
Publication URL: To access bid details, please log in.
Title Start Date End Date Time Left Addendums
E-RFP #19-071 - Deferred Compensation Administrative, Recordkeeping and Participant Education Services
The County of Fresno on behalf of the Department of Human Resources is requesting proposals from qualified vendors to provide the following: Administrative, recordkeeping and participant education services for the County of Fresno 457(b) Deferred Compensation Plan (DCP). Northwest Capital Management (NWCM) will assist the County with the evaluation of proposals. The objective of this RFP is to select a record keeper that is able to provide the requested services at a competitive fee. NWCM will use the information collected through this RFP to provide the County with an assessment of your organization’s capabilities and proposed services, and a comparison of projected annual administration fees. Links to the most current version of the following documents are located at the following address: http://www2.co.fresno.ca.us/1010/DCMC/FrontPage/DCPlanDoc&Policies.htm Plan Document Investment Policy Statement Deferred Compensation Management Council Bylaws Recordkeeping and administrative services are currently provided by Nationwide Retirement Solutions. NWCM provides investment consulting to the plan and is responsible for assisting the County with the evaluation of responses to this RFP. The Plan currently falls under the supervision of the Deferred Compensation Management Committee (DCMC). The DCMC meets quarterly to review the performance of its service providers and monitor the investment options offered to plan participants. The County of Fresno on behalf of the Department of Human Resources is requesting proposals from qualified vendors to provide the following: Administrative, recordkeeping and participant education services for the County of Fresno 457(b) Deferred Compensation Plan (DCP). Northwest Capital Management (NWCM) will assist the County with the evaluation of proposals. The objective of this RFP is to select a record keeper that is able to provide the requested services at a competitive fee. NWCM will use the information collected through this RFP to provide the County with an assessment of your organization’s capabilities and proposed services, and a comparison of projected annual administration fees. Links to the most current version of the following documents are located at the following address: http://www2.co.fresno.ca.us/1010/DCMC/FrontPage/DCPlanDoc&Policies.htm Plan Document Investment Policy Statement Deferred Compensation Management Council Bylaws Recordkeeping and administrative services are currently provided by Nationwide Retirement Solutions. NWCM provides investment consulting to the plan and is responsible for assisting the County with the evaluation of responses to this RFP. The Plan currently falls under the supervision of the Deferred Compensation Management Committee (DCMC). The DCMC meets quarterly to review the performance of its service providers and monitor the investment options offered to plan participants.
Apr 26, 2019 Jun 12, 2019 47 days 0 hours No Addendums
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