RFP 26-19659-KM - 457(b) Deferred Compensation Plan, Recordkeeping and Administration

AI Summary

The City of Lubbock seeks proposals for recordkeeping, administrative, education, and compliance services for its 457(b) Deferred Compensation Plan, with an independent provider for consulting and fiduciary services. Key dates include a pre-proposal meeting on May 26, 2026, and proposal submission deadline on June 11, 2026.

Opportunity details

Solicitation No.: 235538
Type / RFx: RFP
Status: Open
Level: local
Published Date: Invalid Date
Due Date: Invalid Date
NAICS Code: 524298 AI guide
Jurisdiction: City of Lubbock
State: Texas
Agency: City of Lubbock

Description

The City is looking for a bundled structure where the Proposer provides recordkeeping, administrative, education, and compliance services for the 457(b) Deferred Compensation Plan, with an independent provider of plan consulting and investment fiduciary services.

Commodity Codes

Commodity Codes: NIGP 91821 Business Consulting NIGP 94656 Investment Management Services NIGP 94672 Retirement Planning Services NIGP 95238 Employee Assistance Programs, Including Unemployment Compensation Administration Services and Try-out Employment NIGP 95380 Retirement Benefit Plan Insurance NIGP 95392 Worker's Compensation NIGP 96110 Business Plan Development Services (Inactive, please see commodity code 918-21 effective January 1, 2016) NIGP 94936 Investment Fees

Events & Timeline

Status	Event Name	Location	Description	Dates	Mandatory
Ongoing	Open Date	Online Portal	Posting date for the Opportunity	May 17th 2026, 12:00 AM CDT	N/A
Upcoming	Topic: Pre-Proposal Meeting: RFP 26-19659-KM 457(b) Deferred Compensation Plan, Recordkeeping and Administration	Zoom Meeting	Marta Alvarez is inviting you to a scheduled Zoom meeting. Topic: Pre-Proposal Meeting: RFP 26-19659-KM Time: May 26, 2026 10:00 AM Central Time (US and Canada) Join Zoom Meeting https://us02web.zoom.us/j/82090673025?pwd=fqfjP4i4bm6ajde7xf2Wm5V1PbhqgM.1 Meeting ID: 820 9067 3025 Passcode: 1314 --- One tap mobile +13462487799,,82090673025# US (Houston) +12532050468,,82090673025# US --- Join by SIP • 82090673025@zoomcrc.com Join instructions https://us02web.zoom.us/meetings/82090673025/invitations?signature=dj6TloXL3VIcDI4GKLDZ-a9MJEQ4dp1sBzqB4_ZRieI	May 26th 2026, 10:00 AM CDT - May 26th 2026, 11:00 AM CDT	No
Upcoming	Questions Due Date	Online Portal	Deadline to submit Questions	Jun 5th 2026, 5:00 PM CDT	N/A
Upcoming	Close Date	Online Portal	Deadline for Submissions	Jun 11th 2026, 3:00 PM CDT	N/A

Requested Information

Note: Template files for the items below (BidTables, Questionnaires) are available in the Attachments section of this opportunity.

Name	Type	# Files	Requirement
Vendor Acknowledgement Form	File Type: PDF (.pdf)	1	Required
Fee Proposal Breakdown	File Type: PDF (.pdf)	Multiple	Required
Business proposal including questionnaire in scope of work	File Type: PDF (.pdf)	Multiple	Required
Federal Tax ID No. or Social Security No.	Data Type: Number	N/A	Required

Attachments

Key dates

Invalid DatePublished
Invalid DateResponses Due

AI classification tags

deferred compensation plan administration recordkeeping services retirement planning services investment fiduciary services business consulting employee benefits administration compliance services education services

Frequently asked questions

SLED stands for State, Local, and Education. These are solicitations issued by state governments, counties, cities, school districts, utilities, and higher education institutions — as opposed to federal agencies.