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Administrative & Investment Services for Defined Benefit and Contribution Plans


Location
California
Publication Date
01/10/2019 04:23 PM EST
Closing Date
01/22/2019 07:00 PM EST
Issuing Organization
County of Orange
Solicitation Number
Description

Specifications include, but are not limited to: 1. Provide all requested advice and counsel to the County during the period before the Contract Effective Date. The Contractor will also prepare a detailed implementation plan outlining all the steps necessary to set up participant data records, create interfaces with County payroll, and establish enrollment and reconciliation procedures for data and trust/custody/investment accounts. 2. At least thirty (30) calendar days before the Contract Effective Date, Contractor’s customer service telephone line must be staffed with a sufficient number of qualified customer service representatives to answer participant questions about the changes. 3. Communicate changes to Plan participants. Introduce any new investment options, new services, new pricing, the process by which any existing funds will be transferred to comparable investment options, and how participants may select among any new investment options made available under this Contract.

Source
https://www.bidsync.com/bidsync-app-web/vendor/links/BidDetail.xhtml?bidid=2036057&returnPage=searchResults (opens in a new window)

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