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RS-0660 - USA (Corpus Christi, Texas) - Recordkeeping and Participant Education Services - Deadline September 19,2019

Product (RFP/RFQ/RFI/Solicitation/Tender/Bid Etc.) ID: RS-0660

Government Authority located in Corpus Christi, Texas; USA based organization looking for expert vendor for recordkeeping and participant education services.

[A] Budget: Looking for Proposal

[B] Scope of Service:

(1) Vendor needs to provide recordkeeping and participant education services include custodial trustee, administrative, recordkeeping, participant education, enrolment and regulatory support for the plans to the government authority located in Corpus Christi, TX.
- Control participant expenses
- Enhance the participant experience
- Provide high-quality participant education services
- Ensure that the plans are operated in accordance with all applicable laws and regulations
- The Contractor will provide an open architecture investment platform that can administer investment options including mutual funds, CIT’s, or any other investment option permissible under plan rules
- The contractor warrants that no revenue based on this plan or its assets will be paid to any third party that does not provide direct and previously disclosed services to this Plan
- The contractor warrants that any revenue received by it from investments or services made available to the plan from any source in excess of the quoted price to provide the requested services in this contract shall be returned to the plan or plan participants on a quarterly basis
(2) All question must be submitted no later than August 22, 2019.
(3) Contract period will be for five years.

[C] Eligibility:

- Onshore (USA Only);

[D] Work Performance:

not applicable

Expiry Date : Thursday, 19 September, 2019

Question Answer Deadline : Thursday, 22 August, 2019

Category : Records Storage Services

Country : USA

State : Texas

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