RFP-RC-2018-002 - Deferred Compensation Plan Administrative, Investment and Trust Services

The purpose of this request for proposal is to identify the best qualified firms to provide bundled administrative, investment and trust services to the County of Rockland Deferred Compensation Plan (the “Plan”). 
 
The County of Rockland, New York maintains the Deferred Compensation Plan for the Employees of the County of Rockland, New York (the “Plan”).  The Plan uses a model plan document as described in the Rules and Regulations of the New York Deferred Compensation Board.
 
The Plan has approximately $300 million in assets. It offers participants more than 40 different investment options including a full set 9 target date funds. There are approximately 2,400 participant accounts including 1,370 active participants.