Amendment One-RFP#2025-0200-0275-02-104-25 Recordkeeping for the PERS/TRS Defined Contributions Plans, Supplemental Annuity Plan and the Deferred Compensation Plan
| Agency: | State Government of Alaska |
|---|---|
| State: | Alaska |
| Type of Government: | State & Local |
| NAICS Category: |
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| Posted Date: | May 9, 2025 |
| Due Date: | Jun 11, 2025 |
| Original Source: | Please Login to View Page |
| Contact information: | Please Login to View Page |
| Bid Documents: | Please Login to View Page |
Description
RFP#2025-0200-0275-02-104-25
Recordkeeping for the PERS/TRS Defined Contributions Plans, Supplemental Annuity Plan and the Deferred Compensation Plan
Amendment One- see pdf. The Department of Administration, Division of Retirement and Benefits, is soliciting proposals for recordkeeping, benefit education, financial advice/guidance services, for the PERS/TRS DC, the SBS-AP and the Alaska DCP plans. Services for recordkeeping, benefit education, financial advice/guidance and investment services for the PERS/TRS DC, SBS-AP, and Alaska DCP plans will begin August 1,2025.
RFP#2025-0200-0275-02-104-25 Schedule :
Pre-Proposal Conference: May 13, 2025, 10:00 A.M. AKST
Last Day for Question Submittal: May 16, 2025
Deadline for Receipt of Proposal/Proposal Due Date: June 11, 2025, prior to 3:00 P.M. AKST
Important Notice: If you received this solicitation from the State's "Online Public Notice" website, from a web-based search engine, or methods other than directly from this office, you must register with the Procurement Officer listed on the document to receive subsequent amendments. Failure to register with the Procurement Officer listed below may result in the rejection of your bid. Registration entails providing the following information: Company name, representative’s name/title, email address and phone number.
Christine Mash
Assistant Deputy Chief Procurement Officer
State of Alaska, Department of Administration
Office of Procurement & Property Management
Email:
doa.oppm.procurement@alaska.gov
- Amendment One to RFP#2025-0200-0275-02-104-25 Recordkeeping.pdf
- Appendix I SOA RFP Cost Proposal-Member Count_2024-Dec-31.pdf
- Appendix II DRB Employers.pdf
- Attachment Five-Client Reference Form.docx
- Attachment Four SAF Appendix A - Professional Services.pdf
- Attachment One-Submittal Forms A Record Keeping for PERS-TRS-DCP & Suppl Ann Plan.docx
- Attachment Seven- RFP Offeror's Checklist.docx
- Attachment Six- Service Agreement.pdf
- Attachment Three - Cost Proposal Form Q.docx
- Attachment Two-Submittal Forms B-P.docx
- RFP#2025-0200-027-02-104-25 Record Keeping PERS-TRS,Suppl, DC Plans.pdf
| Created 5/1/2025 12:40:15 PM by cmash | |
| Modified 5/1/2025 12:40:58 PM by cmash | |
| Modified 5/9/2025 9:09:50 AM by cmash |
| Department: | Administration |
| Category: | Procurement |
| Sub-Category: | |
| Location(s): | Statewide |
| Project/Regulation #: | RFP#2025-0200-0275-02-104-25 |
| Publish Date: | 5/1/2025 |
| Archive Date: | 6/11/2025 |
| Events/Deadlines: |
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Due by 10/06/2026