Government Contract | Virginia
401(a) MATCH VENDOR FOR ARLINGTON PUBLIC SCHOOLS

Bid Information


Bid Alert No: 00000492857

Bid Title: 401(a) MATCH VENDOR FOR ARLINGTON PUBLIC SCHOOLS

Agency Bid No. Title: 50FY16

Received Date: 02/24/2016

Close Date: 03/21/2016

Purchase Type: Not Stated

Delivery Point:

Delivery Date: Not Stated

Special Notices: Questions Due By 02/29/2016 05:00 PM

Specifications

Specifications include, but are not limited to:ArlingtonPublicSchools(PlanSponsoror A P S ) i s s o l i c i t i n g p r o p osals for provision of high quality, efficient record keeping, administration, education, communication, compliance, and investment custodial services for its 401(a) Defined Contribution Plans. The resulting contract from the RFP shall be a direct contract between APS and the offeror absent of any broker/agent and/or commissions. APS will not agree to any broker/agent or commission arrangements. The resulting contract will be of no cost to APS; the offeror shall obtain necessary revenue through revenue sharing agreements with the investment fund families. Task 1: Account Management Services Provide a single point of contact responsible for quality control, resolving problems and expediting services related to the overall performance of the contract. Provide an organizational chart and list of contacts (with phone numbers, email, department and title) in relevant functional areas. Provide updates as changes occur. Conduct onsite semi-annual investment review sessions with APS staff regarding the performance of the investment options within the 401 and 457 plans to ensure funds are in compliance with APSs Investment Policy Statement. Share i n v e s t m e n t i n f o r m a t i o n w i t h A P S s t h i r d p a r t y R e t i r e m e n t P l a n A d v i s o r , a s d i r e c t e d b y t h e A P S P r o j e c t O f f i c e r . Provide Plan Sponsor advice on ways to improve the plan, compliance, fees, etc., as required by APS. Conduct participant satisfaction surveys and review results at least semi-annually with the APS Project Officer

Product Code: 94645

Agency Information


Issuing Agency: Arlington County Public Schools

State: Virginia

Agency Type: State and Local

Contact: Kenneth Lawson, Purchasing Department 2100 Clarendon Boulevard, Suite 500, Arlington, Virginia, 22201

Phone: 703-228-6193

Fax: 703-841-0681

Email: klawson@arlington.k12.va.us

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