BANKING-1816 - USA (Thornton, Colorado) - Administration for Investment Services - Deadline November 25,2019

Product (RFP/RFQ/RFI/Solicitation/Tender/Bid Etc.) ID: BANKING-1816

Government Authority Located in Thornton, Colorado; USA based organization looking for expert vendor for administration for investment services.

[A] Budget: Looking for Proposal

[B] Scope of Service:

Vendor needs to provide administration for investment services from record keeping firms to provide recordkeeping, administration, trust custody, participant education and communication and investment services for defined contribution money purchase retirement plans and deferred compensation plan,
- The record-keeper for all retirement plans and deferred compensation plan, approximate assets and participant accounts,
- Analyze available retirement plan marketspace for operational and technologic efficiencies,
- Ensure proper record-keeper personnel are assigned to the plan,
- Improve participants retirement readiness,
- Enhance formal education to employees and the plan sponsor,
- Reduce participant and plan expanses,
- Formalize the record-keeper/plan sponsor responsibilities, etc. to the government authority located in Thornton, CO.

[C] Eligibility:

Onshore (USA Only)

[D] Work Performance:

Performance of the work will be Offsite. Vendor needs to carry work in their office location.

Expiry Date : Monday, 25 November, 2019

Category : Banking Services, Records Storage Services

Country : USA

State : Colorado

RFP Expired

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