403(b) Retirement Plan Administration Services

A Texas SmartBuy member is seeking an experienced, licensed financial management institution or plan manager to administer 403(b) retirement plans and provide related services for 687 employees of a nonprofit organization.

Texas


General
Open (posted)
403b2601
Nov 09, 2026 12:00 PM
Aug 27, 2026 12:00 PM
Request for Proposal (RFP)
State
Ask AI about this solicitation
Original Solicitation Links
Contact
crouze@hsgd.org
+19722836412
Submission Instructions
Email
Description

The buyer is seeking an experienced and licensed financial management institution or plan manager to administer 403(b) retirement plans for a nonprofit organization. The contractor must have a proven track record administering 403(b) plans and provide the services and duties specified in the RFP for 687 employees.

Classification Codes
NAICS524292Pharmacy Benefit Management and Other Third Party Administration of Insurance and Pension Funds
PSCR547STUDY/ACCOUNTING/FINANCIAL MGT
Smart Codes
403(b) plan administrationretirement planning servicesfinancial plan management
Specifications
Service Only
Timeline
Aug 27, 2026-Solicitation Posting Date
Nov 9, 2026-Response Due Date
Requirements
Required
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