SLED Opportunity · NEW YORK · EASTERN SUFFOLK BOCES

    Third Party Administrator for Tax Sheltered Annuity (403(b) and 457(b)) Plans

    Issued by Eastern Suffolk BOCES
    localRFPEastern Suffolk BOCESSol. 8798259301
    Closed
    STATUS
    Closed
    due May 12, 2026
    PUBLISHED
    Apr 23, 2026
    Posting date
    JURISDICTION
    Eastern Suffolk
    local
    NAICS CODE
    524298
    AI-classified industry

    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.

    Opportunity details

    Solicitation No.
    8798259301
    Type / RFx
    RFP
    Status
    Active
    Level
    local
    Published Date
    April 23, 2026
    Due Date
    May 12, 2026
    NAICS Code
    524298AI guide
    Agency
    Eastern Suffolk BOCES

    Description

    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

    Key dates

    1. April 23, 2026Published
    2. May 12, 2026Responses Due

    AI classification tags

    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.

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