Specifications include, but are not limited to: The State is seeking to retain a single vendor to provide all recordkeeping, administrative, and fund management services needed for the effective operation of the Secure Retirement Plan and envisions that the solution will support the following high-level goals: • Establish a Secure Retirement Plan that meets the twelve guiding principles described in section 1.3 below; • Provide comprehensive third-party administrator services for the Secure Retirement Plan in a manner consistent with applicable state and federal requirements; • Market, onboard, and enroll a significant number of employers and employees into the Secure Retirement Plan; and • Provide expertise and a high level of performance in client counseling, including but not limited to the development of an easily accessible customer-facing website and an in-person client servicing presence in Vermont.
