Duval County Public Schools is seeking multiple providers for investments, education, and administrative services regarding its Internal Revenue Code “IRC” Sections 403(b), 403(b)(7), 403(b) ROTH, 457(b), and 457(b) ROTH voluntary retirement savings plans with respect to Proposers, product offerings, and local marketing/educational services provided to its employees. The specific purpose of this competitive solicitation is to enhance the Tax-Sheltered Accounts and Deferred Compensation Programs presently offered to DCPS employees. The completed evaluation should identify a limited number of providers best able to administer and maintain a competitive range of products and services for the benefit of participants. DCPS desires to substantially increase participation in the present program, while onboarding 403(b) ROTH and 457(b) ROTH options for 2026. DCPS expects that all Proposers will propose investment products with the lowest expenses relating to the services provided.
