457(b) Deferred Compensation Voluntary Retirement Plan

A Texas school district is seeking vendors to provide a 457(b) deferred compensation voluntary retirement plan, including recordkeeping, administration, trustee, custodial, and investment management services.

Texas School District


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Description

This solicitation seeks qualified vendors to provide a 457(b) deferred compensation voluntary retirement plan for a Texas school district. The services required include recordkeeping, administration, trustee services, custodial services, and investment management. The document includes pricing information from multiple vendors such as AXA Equitable, National Life Group, RBFCU with NBS, TCG Administrators with ESC Region 10 RAMS, and U.S. OMNI. Each vendor offers various fee structures including administrative fees, asset management fees, investment management fees, and distribution fees. The plan is intended to serve school district employees, with options for open architecture platforms, fiduciary services, and participant education.

Classification Codes
NAICS525110Pension Funds
PSCR799Other Management Support Services
Smart Codes
457(b) retirement planrecordkeeping and administrationinvestment management services
Specifications
Service Only
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