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457(b) Plan Recordkeeping and Plan Administrative Services


Location
Arizona
Publication Date
06/03/2019 06:00 AM EDT
Closing Date
07/08/2019 10:00 AM EDT
Issuing Organization
Town/City of Gilbert
Solicitation Number
Description

Specifications include, but are not limited to:  Analyze available retirement plan marketspace for operational and technologic efficiencies  Ensure proper recordkeeper personnel are assigned to the plan  Improve participants’ retirement readiness  Enhance formal education to employees and the plan sponsor  Reduce participant and plan expenses  Formalize the recordkeeper/plan sponsor responsibilities  Create a new 401(a) plan for the Town  Add Roth 457(b) capabilities

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