457(b) Deferred Compensation Plan Administration and Record Keeping

Yakima County is seeking proposals for administration, record keeping, participant education, communications, investment-related services, and transition support for its Empower and Nationwide governmental 457(b) deferred compensation plans.

Yakima County > Purchasing Department


General
Open
2026-09-01
Oct 29, 2026 09:00 PM
Sep 24, 2026 02:00 PM
Request for Proposal (RFP)
Local
Ask AI about this solicitation
Contact
raudel.iniguez@co.yakima.wa.us
+15095741519
128 North 2nd Street, Yakima, WA, USA
Submission Instructions
Online
Register with the agency before responding., Submit the electronic sealed proposal through PublicPurchase.com by the proposal deadline.
Description

Yakima County is soliciting proposals from qualified firms to administer and provide record-keeping services for its Empower 457(b) Deferred Compensation Plan and Nationwide 457(b) Deferred Compensation Plan. The scope includes integrated plan administration and reporting, participant account and transaction support, payroll contribution processing, communications, participant education and counseling, investment-menu analysis and support, online capabilities, fee administration, compliance assistance, and transition of assets and services if necessary. The County has approximately 906 benefit-eligible employees and approximately $30.8 million in combined plan assets as of June 30, 2026. Proposers must have at least five years of governmental Section 457(b) administration experience and currently provide sole-provider administration to at least three governmental 457(b) plans with at least $50 million in assets each. The selected provider must support a self-directed brokerage option, provide on-site participant representatives and education at County worksites, disclose investment expenses and revenue sharing, and provide the requested exhibits, references, insurance evidence, security and audit materials, transition plan, and fee proposal. The response includes a cover letter, a questionnaire, and an electronic exhibit folder; the questionnaire is limited to 50 pages excluding the cover letter and exhibits.

Classification Codes
NAICS524292Pharmacy Benefit Management and Other Third Party Administration of Insurance and Pension Funds
PSCR431SUPPORT- PROFESSIONAL: HUMAN RESOURCES
Smart Codes
retirement plan administrationretirement plan recordkeepingretirement plan education
Specifications
Service Only
Timeline
Sep 24, 2026-RFP Issue Date
Oct 08, 2026 09:00 PM-Questions and Clarifications Due
Oct 15, 2026-Responses to Questions and Clarifications
Oct 29, 2026 09:00 PM-Proposal Submission Deadline
Dec 2, 2026-Tentative Finalist Interviews (optional)
Interviews may be held in person or virtually; the solicitation states that in-person interviews will take place at this address if held in person.
Requirements
Required
  • Commercial Liability Insurance — $2,000,000.00
  • Automobile Liability Insurance — $2,000,000.00
  • Employer's Liability — $1,000,000.00
  • Professional Liability — $2,000,000.00
Required
  • Minimum 12 references
  • Within the last 5 years
  • Client point of contact required for each reference
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