403(b), 457(b), and 401(a) Retirement Plan Administration

Houston Independent School District is seeking a third-party administrator to administer and support its 403(b), governmental 457(b), and 401(a) retirement savings plans, including compliance, payroll contributions, employee services, provider oversight, and retirement education.

Houston Independent School District

General

Status:Open

Solicitation Identifier:RFP-27-10-05

Due Date:Dec 07, 2026 12:00 PM

Posted Date:Oct 30, 2026 05:00 PM

Contract Period:1 year base + 2 × 1 year options

Type:Request for Proposal (RFP)

Level:Local

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Original Solicitation Links

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RFP-27-10-05

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403(b), 457 and 401(a) hisd savings plans

Contact

Name:Luis Hardy

Email:luis.hardypecina@houstonisd.org

Phone:+17135565110

Address:4400 West 18th Street, Houston, TX, USA

Submission Instructions

Method:Online

Portal:https://houstonisd.ionwave.net/Login.aspx

Description

HISD seeks a qualified third-party administrator for its 403(b) and governmental 457(b) plans, plus focused administration and compliance support for its employer-funded 401(a) plan. Services include maintaining plan documents and compliance procedures; monitoring eligibility, contribution limits, payroll deductions, remittances, and reconciliations; validating employee accounts; and supporting distributions, audits, corrections, and required notices. The vendor must coordinate with HISD and authorized investment and annuity providers, without making plan changes or transferring assets absent required authorizations. The scope also calls for a secure employee website and mobile application, payroll file exchanges, a staffed call center, employee communications and retirement education, provider and investment oversight, fee and compensation disclosures, regular operational and performance reviews, and implementation and transition support. Proposals must address the numbered scope requirements, identify assigned functions and subcontractors, provide an implementation schedule and complete fee schedule, and include three reference surveys. The initial term is one year with two annual renewals, with a possible additional extension of up to 90 days.

Title	Date Posted
HISD Standard Terms & Conditions 12.03.25.pdf	Oct 31, 2026 12:01 AM
VENDOR FORM_EOO_RFP_03.06.2026_FILLABLE.pdf	Oct 31, 2026 12:01 AM
VENDOR FORM - Attachment B HUB Participation - 121025.pdf	Oct 31, 2026 12:01 AM
VENDOR FORM Certificate of Insurance.pdf	Oct 31, 2026 12:01 AM
VENDOR FORM W-9 (Rev. 3-2024).pdf	Oct 31, 2026 12:01 AM
Legal Ad	-
VENDOR FORM Pre Employment - Service Affidavit_FILLABLE.pdf	Oct 31, 2026 12:01 AM
RFP Part I Scope of Work - Specific Conditions.docx	Oct 31, 2026 12:01 AM
VENDOR FORM_Data_Privacy_Agmt_2025-02-11_Rev1.pdf	Oct 31, 2026 12:01 AM
VENDOR FORM Reference Survey.pdf	Oct 31, 2026 12:01 AM
VENDOR FORM - Criminal History Background Check v11.16.2021 (FILLABLE).pdf	Oct 31, 2026 12:01 AM
VENDOR FORM_Form CIQ_Rev2024_FILLABLE.pdf	Oct 31, 2026 12:01 AM
VENDOR FORM - HB 1295 - Certificate of Interested Parties_Rev.11.2024.pdf	Oct 31, 2026 12:01 AM