Government Contract | Washington
Consultant Services for Deferred Compensation Plan

Bid Information

Bid Alert No: 00000573866

Bid Title: Consultant Services for Deferred Compensation Plan

Agency Bid No. Title: 070344

Received Date: 05/17/2016

Close Date: 06/06/2016

Purchase Type: 5 year term

Delivery Point:

Delivery Date: Not Stated

Special Notices: Questions Due By 05/18/2016


Specifications include, but are not limited to:The Employer desires to hire a Team whose primary focus is investment advising and consulting services rather than securities, sales, marketing etc. and would be willing to work on a fixed fee basis. To learn more about the Port of Tacoma, visit To learn more about the Northwest Seaport Alliance, visit The Employer anticipates awarding two separate contracts to the selected Team for the services outlined in the Scope of Work. These contracts will be for: 1.Ongoing Consultant Services. The contract is estimated not to exceed $22,000 per year including taxes. 2.Request for Proposal for Plan Administrator. The one time contract is estimated not to exceed $27,500 including taxes. The Employers Standard Terms and Conditions are included as Attachment B to this RFP. By submitting a Proposal, the Proposer represents that it has carefully read and agrees to be bound by the Employers Standard Terms and Conditions. The selected Team will be assisting the Employer with all of the following: 1) Fiduciary responsibilities: a) Contractually agree to co-fiduciary relationship with the Employer; b) Provide expert advice and analysis with respect to the following: i) Proposed or actual Federal legislation and regulations affecting 457, 401(a) plans, and/or Retirement Health Savings plans; ii) Potential modification of plans provisions; iii) Respond to questions which may arise in the administration of the Plan concerning the interpretation of Federal rules and policies and their applicability to the Employer; iv) Ensure plan is prepared for regulatory changes; v) Recommend policies, procedures and processes to ensure compliance with fiduciary responsibilities; and

Bid Related Documents

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Product Codes: 91840, 94645

Agency Information

Issuing Agency: Port of Tacoma

State: Washington

Agency Type: State and Local

Contact: Heather Shadko Port Administration Office, One Sitcum Plaza, P.O. Box 1837, Tacoma, Washington, 98401-1837

Phone: 253-428-8697




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