EXTRA-12302 - USA (San Antonio, Texas) - Actuarial Consulting Services for Retirement Plan - Deadline June 16,2021

Product (RFP/RFQ/RFI/Solicitation/Tender/Bid Etc.) ID: EXTRA-12302

Government Authority located in San Antonio, Texas; USA based organization looking for expert vendor for actuarial consulting services for retirement plan.

[A] Budget: Looking for Proposals

[B] Scope of Service:

(1) Vendor needs to provide actuarial consulting services for retirement plan to the government authority located in San Antonio, TX.
- Prepare a report (annual actuarial valuation and benefits ledgers) specifying an actuarially determined contribution, expressed as a dollar amount and a percentage of payroll, necessary to maintain the plan in sound actuarial condition and the amount required from the plan to cover the expenses necessary in connection with the administration and operation of the retirement plan.
- Provide consultation and advisory service on any technical, policy, or administrative issues arising during the course of the operation of the plan and affairs of the plan administrator and board committee.
- Prepare and submit actuarial valuations, actuarial surveys and reports as required by plan administrator and board committee and by law.
- When required, review applications for retirement estimate statements.
- Make recommendations to the plan administrator and board committee relative to possible improvements in the plan to give effect to new developments in the field of retirement planning, administration and standards.
- Provide general advisory services as requested.
- As needed, review the summary plan description for benefit changes and laws, rules and regulations.
- As needed, review the retirement calculation worksheets.
(2) All questions must be submitted no later than May 25, 2021.
(3) A pre-proposal conference will be held on May 12, 2021.
(4) Contract term will be five years.

[C] Eligibility:

- Onshore (USA Organization Only);

[D] Work Performance:


Expiry Date : Wednesday, 16 June, 2021

Pre-proposal Conference Date : Wednesday, 12 May, 2021

Question Answer Deadline : Tuesday, 25 May, 2021

Category : Professional, Consulting, Administrative or Management Support Services

Country : USA

State : Texas

Cost to Download This RFP Document : $ 5

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