Indian River County Sealed Solicitation
Title: RFP for 457(b) Deferred Compensation Plan Recordkeeper Services
Deadline: 3/15/2022 2:00 PM (UTC-05:00) Eastern Time (US & Canada)
Status: Awarded
Solicitation Number: 2022040
Description: The County seeks a firm that can provide bundled services for the Plan, which includes maintaining plan documents, trust and custody of funds, recordkeeping plan level and participant level account balances, processing deposits and withdrawals, reporting, and providing website / call center integration for both plan participants’ and the applicable County staff. The County also expects a comprehensive participant education program utilizing various mediums including print, web, mobile, and on-site delivery.
Documents:
| Documents as of 2/14/2022 |
|---|
| 2022040 457(b) Deferred Comp Recordkeeper.pdf |
| Indian River County Recordkeeping RFP - Questionnaire.xlsx |
Addition 1
Posted: 3/2/2022
Type of Addition: Addendum 1
Solicitation #: 2022040
Documents:
Addition 2
Posted: 3/9/2022
Type of Addition: Addendum 2
Solicitation #: 2022040
Documents:
Addition 4
Posted: 4/27/2022
Type of Addition: In Review
Overview: Recommendation of Award to Lincoln Financial for 5/3/22
Addition 5
Posted: 4/27/2022
Type of Addition: Final Ranking
Overview:
Documents:
Addition 6
Posted: 5/3/2022
Type of Addition: Award Information
Overview: Awarded to Lincoln Financial
Documents:
Posted: 4/27/2022
Type of Addition: In Review
Overview: Recommendation of Award to Lincoln Financial for 5/3/22
Posted: 4/27/2022
Type of Addition: Final Ranking
Overview:
Documents:
Posted: 5/3/2022
Type of Addition: Award Information
Overview: Awarded to Lincoln Financial
Documents: