SLED Opportunity · NEW YORK · EASTERN SUFFOLK BOCES
AI Summary
RFP issued by Eastern Suffolk BOCES seeking a qualified vendor to provide third party administration and IRS tax compliance services for 403(b) and 457(b) tax sheltered annuity plans. Proposals due May 12, 2026.
The purpose of this Request for Proposal (“RFP”) is to solicit proposals from qualified Vendors to act as a TPA for Tax Sheltered Annuity with the intent for providing professional review, administrative and IRS tax-compliance services (“Services”) for ESBOCES and/or Participants for 403(b) and/or 457(b) investment programs which are funded by voluntary salary reductions made by employees and employer non-elective contributions, in full compliance with Sections 403(b), 457(b), 401(a)(9), 401(a)(17), 402(g) and 3401/3121 of the Internal Revenue Code and applicable Treasury Regulations, as may be amended from time to time. **Solicitation Type**: RFP - Request for Proposal (Formal) **Source ID**: PU.AG.USA.1271.C19487151 **Piggyback Contract**: No **Question Acceptance Deadline**: 04/30/2026 04:00 PM EDT **Questions are submitted online**: No **Bid Submission Type**: Physical Bid Submission **Owner Organization**: ESBOCES **Solicitation Number**: 2027C-034-0512 **Reference Number**: 0000421671
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.
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