Specifications include, but are not limited to: This Request for Information (RFI) is issued for the State of Vermont, Office of the Treasurer (State) to gather input and obtain information for the Green Mountain Secure Retirement Plan Board (Board) to use in the development and issuance of possible Requests for Proposals (RFPs) to retain a third-party program administrator for a voluntary Multiple Employer Plan (MEP) to be known as the Green Mountain Secure Retirement Plan (Secure Retirement Plan) for implementation on or before January 15, 2019. Through this RFI, the State seeks to better understand all of the necessary services to run and operate the Secure Retirement Plan, with the overarching goal of providing Vermont workers with access to an easy, safe, and convenient retirement savings tool. The State therefore seeks information from vendors, such as recordkeepers, investment management firms, and financial services firms, with the expertise and ability to launch and manage a new state-run, multiple employer retirement savings program for private sector workers.
