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457 (b) Deferred Compensation Plan and 401 (a) Match Plan Recordkeeping,Administration, and Compliance Services


Location
Missouri
Publication Date
06/10/2019 01:24 PM EDT
Closing Date
07/11/2019 03:00 PM EDT
Issuing Organization
County of St. Charles
Solicitation Number
Description

Specifications include, but are not limited to:Agree to disclose all revenues and expenses relating to the plans, including fund revenue sharing, reimbursements, and fixed account/stable value expenses.Ability to provide a true fee-levelized open architecture investment platform where any revenue share received can be returned to the participant(s) invested in the fund providing the revenue.Ability to deduct plan expenses from participant accounts prorated by account balances.Ability to allow plan level access to, and work closely with, Retirement Plan Advisors to provide plan sponsor support and participant education, enrollment, and advisory services.Provide compliant governmental plan documents and assist in maintaining Internal Revenue Code-compliant plan documents an amendments for the Plans.

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