Village of Palmetto Bay Sealed Solicitation

Title: Retirement Planning Services 457/401 Deferred Compensation Plans

Deadline: 7/22/2020 3:00 PM   (UTC-05:00) Eastern Time (US & Canada)

Status: Awarded

Solicitation Number: RFP# 1920-06-012

Description: Soliciting proposals from qualified companies to provide the Village with retirement planning services.


Documents:

Documents as of 6/10/2020
RFP# 1920-06-012 VBP - Retirement Planning.pdf
Addition 1

Posted: 7/16/2020

Type of Addition: Addendum #1

Overview: Please note this addendum comes with a .pdf attachment

Documents:

Addition 2

Posted: 7/22/2020

Type of Addition: Bid Opening Sheet

Overview:

Documents:

Addition 3

Posted: 7/22/2020

Type of Addition: In Review

Overview: The Village has retained Royal Alliance Associates, Inc. to help with the examination process.

Addition 4

Posted: 7/22/2020

Type of Addition: In Review

Overview: The Village has retained Royal Alliance Associates, Inc. to help with the examination process.

Addition 5

Posted: 12/3/2020

Type of Addition: Recommendation and Plan Matrix

Overview:

Documents:

Addition 6

Posted: 12/11/2020

Type of Addition: Award Information

Overview: Awarded firm on 12/7/2020 - ICMA-RC

Posted: 7/16/2020

Type of Addition: Addendum #1

Overview: Please note this addendum comes with a .pdf attachment

Documents:

Posted: 7/22/2020

Type of Addition: Bid Opening Sheet

Overview:

Documents:

Posted: 7/22/2020

Type of Addition: In Review

Overview: The Village has retained Royal Alliance Associates, Inc. to help with the examination process.

Posted: 7/22/2020

Type of Addition: In Review

Overview: The Village has retained Royal Alliance Associates, Inc. to help with the examination process.

Posted: 12/3/2020

Type of Addition: Recommendation and Plan Matrix

Overview:

Documents:

Posted: 12/11/2020

Type of Addition: Award Information

Overview: Awarded firm on 12/7/2020 - ICMA-RC