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Basic Information

Reference Number

0000320701

Issuing Organization

Parker Water & Sanitation District

Owner Organization

Parker Water & Sanitation District

Solicitation Type

RFP - Request for Proposal (Formal)

Solicitation Number

2023-005

Title

Advisor for 401(a) Defined Contribution and Governmental 457(b) Plans

Source ID

PU.AG.USA.2434.C11926251

Details

Location

United States, Colorado, Douglas County

Piggyback Contract

Description

Parker Water is seeking a plan Advisor to work along the side of the organization (PWSD) and our retirement product provider (Empower) in efforts to isolate duties and provide financial plan and compliance advice to the organization (PWSD) and its participants (PWSD) Employees. The plan size currently sits at over 100 participants with AUM of $30M across 52 investment selections.

Dates

Publication

05/24/2023 06:10 PM MDT

Question Acceptance Deadline

06/09/2023 02:00 PM MDT

Questions are submitted online

Yes

Closing Date

06/16/2023 02:00 PM MDT

Contact Information

Jeff Vargas

720-842-4230

jvargas@pwsd.org

Amy Schramm

720-842-4218

aschramm@pwsd.org

Buyer Preferences, Guidelines & Requirements

Award Requirements

- All or None Award

Bid Submission Process

Bid Submission Type

Physical Bid Submission

Additional Bidding Instructions

Please submit all questions to Amy Schramm at aschramm@pwsd.org . All questions are due by June 9, 2023 and responses to those questions will be distributed by June 13, 2023.