Deferred Compensation Recordkeeper

Agency:	Santa Cruz County
State:	California
Type of Government:	State & Local
Posted Date:	May 20, 2026
Due Date:	Jun 19, 2026
Solicitation No:	25P3-006
Original Source:	Please Login to View Page
Contact information:	Please Login to View Page
Bid Documents:	Please Login to View Page

Project ID: 25P3-006

Title: Deferred Compensation Recordkeeper

Addenda: 0

Release Date: 5/20/2026

Due Date: 6/19/2026

Central Purchasing

Project ID: 25P3-006

Release Date: Wednesday, May 20, 2026

· Due Date: Friday, June 19, 2026 5:00pm

Posted Wednesday, May 20, 2026 8:00am

All dates & times in Pacific Time

Draft Response No Bid29 days, 22 hours, 32 minutes

Post Information

Posted At:Wed, May 20, 2026 8:00 AM
Sealed Bid Process:Yes (Bids Sealed / Pricing Sealed)
Private Bid:No

Overview

Summary

Deferred Compensation Recordkeeper

25P3-006

Contact Person: Akinola Oshodi

akinola.oshodi@santacruzcountyca.gov

Questions must be submitted during the Q&A Period as described in the Timeline using the Question and Answer tab for this solicitation.

The County of Santa Cruz invites sealed proposals from qualified vendors to provide comprehensive retirement plan recordkeeping and administration services.

Established in 1850 as one of the state’s original 27 counties, the County of Santa Cruz was originally called Branciforte. The name was later changed to Santa Cruz, which is “holy cross” in Spanish. The County of Santa Cruz geographically is the second smallest county within the State of California yet it has one of the largest unincorporated area populations. The 2020 estimated population for the County of Santa Cruz by the U.S. Census Bureau was 270,861. The County encompasses an urban service area of 440 square miles.

Background

The intent of this Request for Proposals (RFP) is to establish a service agreement with a vendor that can implement, manage, and support retirement plan operations for eligible participants and County staff.

The following provides a general overview of the types of services anticipated under this RFP:

• Plan Setup, Transition, and Ongoing Administration Framework
• Participant Recordkeeping and Account Maintenance
• Payroll and Contribution Processing
• Investment Administration, Trust and/or Custody
• Compliance Support, Testing, and Regulatory Updates
• Participant Services, Service Center, and Transactions
• Plan Sponsor Services, Governance Support, and Reporting
• Communication, Education, Engagement, and Financial Wellness

Timeline

Release RFP:

May 20, 2026

Legal Ad Posting 1:

May 20, 2026

Legal Ad Posting 2:

May 27, 2026

Question Deadline:

June 5, 2026, 5:00pm

Dissemination of Answers:

June 12, 2026, 5:00pm

Deadline for Submittals:

June 19, 2026, 5:00pm

Notification of Top Ranked Vendors:

August 2026

Deferred Compensation Recordkeeper

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