Deferred Compensation Plan Services

The Town of Clifton Park is seeking administrative service agencies, trustees, and financial organizations to provide services for a Section 457 deferred compensation plan, with proposals due September 11, 2026.

Town of Clifton Park


General
Closed (past due)
Sep 11, 2026 12:00 PM
Aug 12, 2026 12:00 PM
Request for Proposal (RFP)
Local
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Original Solicitation Links
Contact
mheggen@cliftonpark.org
+15183716651
1 Town Hall Plaza, Clifton Park, NY, USA
Description

The Town of Clifton Park is soliciting proposals from administrative service agencies, trustees, and financial organizations to provide services related to a deferred compensation plan meeting the requirements of Section 457 of the Internal Revenue Code and Section 5 of the New York State Finance Law, including applicable rules and regulations. A proposal questionnaire may be obtained from the designated contact. Proposals are due September 11, 2026.

Classification Codes
NAICS525110Pension Funds
PSCR547STUDY/ACCOUNTING/FINANCIAL MGT
Smart Codes
deferred compensation plan administrationretirement plan trustee servicesfinancial plan management
Specifications
Service Only
Timeline
Aug 12, 2026-Publication Date
Sep 11, 2026-Proposal Due Date
Documents
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