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Pension Custodian Services


Location
Missouri
Publication Date
05/08/2019 07:00 AM EDT
Closing Date
06/07/2019 11:00 AM EDT
Issuing Organization
City of Joplin
Solicitation Number
Description

Specifications include, but are not limited to: The PFPFB’s objectives are to: • Secure at a reasonable cost to the Joplin Pension Fund the services of a custodian capable of producing the work product required • Develop channels of communication with the custodian at a non-technical level which will enable the Joplin Pension Board to fulfill its statutory responsibilities relative to the management of the Plan A. Regular Services Regular services consist of:  Issuance of Monthly Retirement Benefit Payments to Retirees  Release of funds to Terminated Employees  Issuance of Annual 1099’s to Retirees and Terminated Employees  Coordinate with Investment Consultant to invest funds as directed by Pension Board  Coordinate with appropriate City personnel and board personnel to appropriately account and handle funds of the plan  Provide monthly statements for each account of the plan B. Special Services Special services may include:  Preparation of communications pieces  Consulting on matters within the purview of the Board’s responsibilities  Other related assignments

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