457 Deferred Compensation Plan

Agency: City of Houston
State: Texas
Type of Government: State & Local
NAICS Category:
  • 541611 - Administrative Management and General Management Consulting Services
  • 541612 - Human Resources Consulting Services
Posted Date: Mar 9, 2025
Due Date: Apr 10, 2025
Solicitation No: RFP-2025-0015
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Contact information: Please Login to View Page
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Reference Number: RFP-2025-0015
Title: 457 Deferred Compensation Plan
E-BID
Release Date: 2/28/2025
Due Date: 4/10/2025

Open
Reference No.
RFP-2025-0015
Due Date
April 10, 2025 at 4:0:0 PM CDT
Questions Due
3/14/2025
Conference Date
3/10/2025
Time Remaining
31 Days
Basic Info
Release Date
2/28/2025
Type
Request for Proposals
Department(s)
Finance Department
Categories
Deferred Compensation and Retirement Planning / Consulting
Actuarial Services
Financial Services (Not Otherwise Classified)
Investment Management Services
Contact Info
Primary Contact
Wesley White
Email Address
wesley.white@houstontx.gov
Phone No.
832-393-8008
Download Package
Attachments
RFP 2025-0015_457 Deferred Compensation Plan.docx.pdf
Solicitation
Atachment A - Cost Proposal.docx
Fee/Cost Proposal
Attachment C - Plan Investments, Cash Flow by Plan Year & Stable Value Book to Market.xlsx
Other
Attachment D - COH Plan demographics, payroll, transactions and website & digital usage.xlsx
Other
Attachment J - Minimum Qualifications.docx
Other
Attachment K - Questionnaire.docx
Other
Attachment E - City of Houston Payroll File Specifications.pdf
Other
Attachment G - City of Houston Deferred Compensation Plan Investment Policy Statement.pdf
Other
Attachment F - Quarterly Stable Value Portfolio.pdf
Other
Attachment H - Plan Document.PDF
Other
LOC No. 1.pdf
Solicitation
Attachment B - Sample Contract.pdf
Solicitation
E-Bid Attachments
Exhibit I - Offer and Submittal, References (RFP).docx
E-Bid: E-Form Attachment
Exhibit II - Hire Houston First.docx
E-Bid: E-Form Attachment
Exhibit III - Ownership Information Form.docx
E-Bid: E-Form Attachment
Exhibit IV - Anti-Collusion Statement (RFP).docx
E-Bid: E-Form Attachment
Exhibit V - Conflict of Interest Questionnaire.docx
E-Bid: E-Form Attachment
Exhibit VI - Equal Opportunity Clause.docx
E-Bid: E-Form Attachment
Exhibit VII - Certification for Debarment and Suspension.docx
E-Bid: E-Form Attachment
Exhibit VIII - Anti-Lobbying Certification -.docx
E-Bid: E-Form Attachment
Atachment A - Cost Proposal.docx
E-Bid: E-Form Attachment
Attachment J - Minimum Qualifications.docx
E-Bid: E-Form Attachment
Attachment K - Questionnaire.docx
E-Bid: E-Form Attachment
Description

This Request for Proposal (RFP) outlines comprehensive requirements for a full-service third-party administration and recordkeeping solution specifically for the City of Houston’s 457 Deferred Compensation Plan. The selected provider will be responsible for ensuring the seamless management of all administrative functions, including but not limited to participant enrollment, contribution processing, and educational services. The term of the resulting Agreement will be five (5) years with two (2) one-year options to renew for a maximum seven (7) year contract term.

Conference Date

Date: March 10, 2025 at 10:00 AM CDT

March 10, 2025 @ 10:00 AM (CT)

Microsoft Teams Meeting

https://www.microsoft.com/en-us/microsoft-teams/join-a-meeting

Meeting ID: 296 726 655 567

Passcode: c2A7xw2s

Or call in (audio only)

Conference Number: 1 936-755-1521

Conference ID: 226 874 576#

(Please mute your phone for the duration of the call)

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