24-DC-457(b) and 401(k) Plan-TPA & Recordkeeping Services
| Agency: |
Commonwealth of Massachusetts |
| State: |
Massachusetts |
| Type of Government: |
State & Local |
| NAICS Category: |
- 541611 - Administrative Management and General Management Consulting Services
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| Posted Date: |
Sep 5, 2024 |
| Due Date: |
Oct 21, 2024 |
| Solicitation No: |
BD-25-1108-TREAN-ANF00-107187 |
| Original Source: |
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| Contact information: |
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| Bid Documents: |
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Description
Bid Solicitation: BD-25-1108-TREAN-ANF00-107187
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Responses Due in 45 Days, 21 Hours, 57 Minutes
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Header Information
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Bid Number:
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BD-25-1108-TREAN-ANF00-107187
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Description:
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24-DC-457(b) and 401(k) Plan-TPA & Recordkeeping Services
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Bid Opening Date:
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10/21/2024 05:00:00 PM
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Purchaser:
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Elizabeth Morrocco
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Organization:
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Office of the State Treasurer
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Department:
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TREANF - Administration & Finance
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Location:
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ANF00 - Ashburton
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Fiscal Year:
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25
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Type Code:
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NS - Non-Statewide Solicitation
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Allow Electronic Quote:
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Yes
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Alternate Id:
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Required Date:
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Available Date
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09/05/2024 03:40:47 PM
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Info Contact:
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Bid Type:
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OPEN
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Informal Bid Flag:
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No
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Purchase Method:
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Open Market
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Pre Bid Conference:
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Bulletin Desc:
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The Treasury requests responses from qualified firms to provide TPA & Recordkeeping Services for the Commonwealth of Massachusetts IRC 457(b) Employees Deferred Compensation Plan (SMART Plan) and 401(k) multiple employer Defined Contribution CORE Plan (CORE Plan).
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Ship-to Address:
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Elizabeth F. Morrocco
One Ashburton Place
12th Floor
Boston, MA 02108
US
Email: elizabeth.f.morrocco@tre.state.ma.us
Phone: (617)367-9333 Ext. 207
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Bill-to Address:
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Elizabeth F. Morrocco
One Ashburton Place
12th Floor
Boston, MA 02108
US
Email: elizabeth.f.morrocco@tre.state.ma.us
Phone: (617)367-9333 Ext. 207
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Print Format:
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File Attachments:
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24-DC-457(b) and 401(k) Plan-TPA & Recordkeeping Services RFR.pdf
24-DC-457(b) and 401(k) Plan TPA Recordkeeping Services RFR Template.docx
Attachment B Required Contract Documents for Review~10.docx
Flow Overview - State of MA.pdf
Response Template Questionnaire.pdf
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Form Attachments:
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Required Quote Attachments
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Item # 1:
(
84-13-18-01-0000
)
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The Treasury requests responses from qualified firms to provide TPA & Recordkeeping Services for the Commonwealth of Massachusetts IRC 457(b) Employees Deferred Compensation Plan (SMART Plan) and 401(k) multiple employer Defined Contribution CORE Plan (CORE Plan).
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U N S P S C Code:
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84-13-18
Retirement funds
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84-13-18-01
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Self directed or employer sponsored retirement funds
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84-13-18-01-0000
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Self directed or employer sponsored retirement funds
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Qty
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Unit Cost
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UOM
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Total Discount Amt.
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Total Cost
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1.0
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Brand:
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Model:
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See Also
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* Disclaimer: This website provides information about bids, requests for proposals (RFPs), or requests for qualifications (RFQs) for convenience only and does not serve as an official public notice. Individuals who wish to respond to or inquire about bids, RFPs, or RFQs should contact the relevant government department directly.