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Basic Information

Reference Number

0000323236

Issuing Organization

Texas Woman’s University

Solicitation Type

RFP - Request for Proposal (Formal)

Solicitation Number

RFP-731-23-026-JC

Title

ORP and 403b Investment Review

Source ID

PU.AC.USA.2032839.C12920051

Details

Location

United States, Texas, Denton County

Purchase Type

Duration: 1 year
Option: 4 - 1 year renewals

Piggyback Contract

Description

TWU is seeking Proposals from one or more responsive and responsible Proposer(s) for licensed vendors to perform ORP & 403b Investment Review services, review of vendor fees, performance of investments, a plan document review, and general provisions of plan operation as well as assist in reviewing recordkeeping and deficiencies and recommendation of investments. Vendor must also be well versed in IRS Secure Act 2.0.

Dates

Publication

06/16/2023 04:28 PM CDT

Bid Intent

Not Available

Question Acceptance Deadline

06/27/2023 05:00 PM CDT

Questions are submitted online

Closing Date

07/25/2023 02:00 PM CDT

Contact Information

Jamie Cogdell

9408983000

jcogdell@twu.edu

Bid Submission Process

Bid Submission Type

Electronic Bid Submission

Pricing

In attached document

Bid Documents List

Item Name	Description	Mandatory	Limited to 1 file
Bid Documents	Documents defining the proposal	Yes	No
No entries

Disclaimer Please review specifications and requirements carefully,