Government Contract | Colorado
Retirement Plan Advisory Services

Bid Information


Bid Alert No: 00000472148

Bid Title: Retirement Plan Advisory Services

Agency Bid No. Title: P15-37

Received Date: 01/28/2016

Close Date: 02/18/2016

Purchase Type: 07/01/2016 06/30/2017

Delivery Point:

Delivery Date: Not Stated

Special Notices: Questions Due By 02/05/2016 09:00 AM

Specifications

Specifications include, but are not limited to:The Award Vendor is to provide Advisory Services for one or both of the Larimer County Contributory Retirement Plan 401(a) and Larimer County Deferred Compensation Plan 457(b). This contract may be awarded to more than one vendor. Larimer County Contributory Retirement Plan 401(a): Larimer County has a defined contribution plan administered by an independent Larimer County Retirement Board. Established in 1968, the plan provides defined contribution for substantially all regular employees of the County. Financial statements of the Larimer County Retirement Plan are issued separately from the CAFR. The Plan was adopted under Section 401(A) of the Internal Revenue Code, which states that the vested assets of the plan cannot revert to the employer. Since the retirement plan is a defined contribution plan, beneficiaries receive a proportionate share of assets at the time of retirement. The County has no future liability for benefits paid to plan participants. Larimer County Deferred Compensation Plan 457(b): Larimer County has an optional deferred compensation plan administered by the Human Resources Department. Theplanincludes457(b)and457 R o t h c o n t r i b u t i o n s , a s w e l l a s l o a n s . T h e p l a n w a s a d o p t e d i n 1 9 8 9 . S h e r i f f s sworn employees qualify for an enhanced plan, which supplements the 401(a) match to reach the equivalent of the 10 year tier after completing one year of service. The County has no future liability for benefits paid to plan participants. SCOPE OF WORK: The Award Vendor(s) is expected to provide the following services: This request covers three different scenarios as listed below. Proposers may propose on any or all scenarios. A. Advisory services for the 401(a) plan only At 3(21) level of service B. Advisory services for the 457(b) plan only At 3(21) level of service C. Advisory services for the 457(b) plan only At 3(38) level of service

Product Code: 94612

Agency Information


Issuing Agency: County of Larimer

State: Colorado

Agency Type: State and Local

Contact: Heather Michaels 200 West Oak Street, Suite 4000, Fort Collins, Colorado, 80522

Phone: 970-498-5954

Fax: 970-498-5959

Email: hmichaels@larimer.org

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