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Administration of 403(b) Employee Retirement Option

Publication Date
03/02/2018 10:42 AM EST
Closing Date
04/11/2018 10:00 AM EDT
Issuing Organization
University of North Alabama
Solicitation Number

Specifications include, but are not limited to: 3.1 Provider to begin receiving contributions beginning October 1, 2018. 3.2 Provider commitment to a fiduciary responsibility of fund management, growth and security. 3.3. Entity to provide, at a minimum, the following services to all voluntary participants: a. Knowledgeable & experienced field service representatives with flexible hours of availability; b. Investment education; c. Investment guidance / asset allocation / managed accounts; d. Real time visibility of investments; e. Self-directed brokerage services; f. Trust / custody services; g. Loan and hardship administration.

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