Government Contract | Missouri
401(a) and 457(b) PLAN, RECORDKEEPING ADMINISTRATION AND INVESTMENT ADVISORY SERVICES

Bid Information


Bid Alert No: 00000601901

Bid Title: 401(a) and 457(b) PLAN, RECORDKEEPING ADMINISTRATION AND INVESTMENT ADVISORY SERVICES

Agency Bid No. Title: Not Stated

Received Date: 06/16/2016

Close Date: 06/30/2016

Purchase Type: Not Stated

Delivery Point: Wentzville, Missouri

Delivery Date: Not Stated

Specifications

Specifications include, but are not limited to: Minimum Requirements. a. Firm must be a top tier retirement plan provider with a minimum of $10 billion in retirement plan assets under management. b. Firm must be licensed to conduct business in all 50 states. c. Firm must have experience working with clients similar in size. and complexity to the District. 2. Legal/Regulatory. Firm must: a. Provide the District with (and/or be willing to administer) individually designed or otherwise governmental plan documents. Assist in maintaining Internal Revenue Code compliant 40l(a) and 457(b) plan documents and amendments. b. Provide strict oversight of all plan activities to ensure compliance with federal and state regulations. c. Provide comprehensive information regarding taxes and tax treatment of the plans and participant benefits. 3. Employee/Employer Account Administration. Firm must: a. Establish and monitor maximum allowable employer and employee contribution limits. Advise and assist the District in taking appropriate corrective action if excess contributions occur. b. Ensure contributions are distributed to employee accounts in a timely manner when received.

Bid Related Documents

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Product Code: 94645

Agency Information


Issuing Agency: Wentzville Fire Protection District

State: Missouri

Agency Type: State and Local

Contact: 209 West Pearce Boulevard, Wentzville, Missouri, 63385

Email: jschneider@wentzvillefire.org

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