Pension and Benefits Actuarial Services, 2027–2032

The Central New York Regional Transportation Authority is requesting proposals for annual pension, postemployment-benefit, and related actuarial services from April 2027 through March 2032.

Central New York Regional Transportation Authority > Procurement


General
Open (open)
2026-18
Oct 14, 2026 05:00 PM
Sep 22, 2026 08:00 AM
5 years
Minority-Owned BusinessWoman-Owned BusinessOther
Request for Proposal (RFP)
Local
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Original Solicitation Links
Contact
Submission Instructions
Online
Description

The Central New York Regional Transportation Authority is seeking a qualified actuarial firm to provide annual actuarial valuation reports for its salaried and non-salaried pension plans, the Centro of Oneida non-salaried pension plan, and postemployment benefits other than pensions, with reporting compliant with current Governmental Accounting Standards Board requirements. The scope also includes an annual actuarial validation report, monthly benefit-payment calculations upon request, at least one annual review meeting, and ad hoc consultation on pension matters, actuarial science, financial analysis, legislative changes, and actuarial assumptions. The proposer must demonstrate comparable public-sector experience, including New York State public-sector clients; identify an assigned primary representative with at least five years of experience; provide staffing details and key-personnel resumes; explain its technical approach and confidential-file procedures; and submit detailed pricing. The resulting contract is for five years, beginning April 1, 2027, and ending March 31, 2032. Subcontracting requires prior written approval.

Classification Codes
NAICS524292Pharmacy Benefit Management and Other Third Party Administration of Insurance and Pension Funds
PSCR499Other Professional Services
Smart Codes
pension actuarial servicesactuarial valuation reportsretirement plan consulting
Specifications
Service Only
Timeline
Sep 22, 2026 08:00 AM-Open Date
Oct 02, 2026 08:00 PM-Questions Due Date
Oct 14, 2026 05:00 PM-Proposal Due Date
Requirements
Required
  • Workers' Compensation
  • Disability Insurance
  • Comprehensive General Liability — $1,000,000.00
  • Comprehensive Automobile Liability — $1,000,000.00
  • Excess (Umbrella) Liability — $1,000,000.00
Required
  • Client point of contact required for each reference
Yes
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