Government Contract | Pennsylvania
457 and 401(a) RETIREMENT PLANS RECORDKEEPER

Bid Information


Bid Alert No: 00000432700

Bid Title: 457 and 401(a) RETIREMENT PLANS RECORDKEEPER

Agency Bid No. Title: 30174

Received Date: 12/07/2015

Close Date: 12/31/2015

Purchase Type: Term:

Delivery Point: Philadelphia, Pennsylvania

Delivery Date: Not Stated

Special Notices: Pre-Bid Conference Mandatory 12/17/2015 10:00 AM, Questions Due By 12/07/2015, Warranty Required

Specifications

Specifications include, but are not limited to:Pursuant to this RFP, PGW will select a 457 and 401(a) retirement plan recordkeeper to provide services for the next four years. This RFP is to solicit proposals for retirement plan recordkeeping, administration, trustee and asset custodial services only. No investment advisory or fiduciary services are being solicited at this time. If the selected Proposer is not the existing vendor, PGW would like to transition from its current 457 and 401(a) retirement plans to this new vendor with a target effective date of March 31, 2016. The submitted proposals will be evaluated on the ability to provide recordkeeping services to our existing menu of investment alternatives, service reputation, platform technology capabilities as well as the overall fee structure provided by the vendor. The initial phase of this RFP will be specific to recordkeeping and administrative services provided by your company. Once the services and fees have been reviewed, PGW may select finalist(s) for this RFP.

Bid Related Documents

Download Document

Product Code: 94645

Agency Information


Issuing Agency: Philadelphia Gas Works (PGW)

State: Pennsylvania

Agency Type: State and Local

Contact: Barbara Thomas 800 W. Montgomery Avenue, Philadelphia, Pennsylvania, 19122

Phone: 215-684-6674

Fax: 215-684-6163

Email: barbara.thomas@pgworks.com

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