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Contract Category
7 state, local & education solicitations AI-tagged as Retirement Plan Services.
AI Summary
RGRTA seeks proposals for pension fund investment advisory and trustee services for two pension plans for non-union employees. Proposals due May 1, 2026. Previous awardee: USI Investment Advisors, Inc.
new york · new york
Department of Financial Services (DFS)
AI Summary
The State of Florida is conducting negotiations for Investment Provider Services for its Deferred Compensation Plan with selected financial firms following a nonresponsive determination for one respondent.
florida · florida
Philadelphia Housing Authority
AI Summary
Philadelphia Housing Authority seeks qualified investment advisory consultants for its Defined Contribution Pension Plan to provide comprehensive investment consulting services and attend quarterly Board meetings.
Philadelphia Housing Authority · Pennsylvania
AI Summary
The City of Plano seeks proposals for sole provider administration, recordkeeping, education, and investment management services for its Section 457(b) Deferred Compensation Plan. Proposals are due by March 23, 2026, with submissions preferred electronically via IonWave.
City of Plano · Texas
AI Summary
Dauphin County, PA seeks proposals for Deferred Compensation (457B) Plan Administrator services to manage a $29M portfolio with 800 participants. The RFP aims to appoint a qualified administrator by June 30, 2026, with contract terms subject to negotiation and legal approval.
Pennsylvania · Pennsylvania
Department of Financial Services (DFS)
AI Summary
Florida DFS seeks record keeping and investment provider services for the State Deferred Compensation Plan under IRC 457(b). Solicitation via ITN through Vendor Information Portal. Key dates: Oct 7, 2025 start, Jan 14, 2026 due and close.
florida · florida
AI Summary
RFP for Administrative Retirement Plan Brokerage Services for Arvada Fire Protection District, Colorado, due April 10, 2026.
Arvada Fire Protection District · Colorado
Common questions about finding and winning Retirement Plan Services government contracts.