UNSPSC 84131802: Self directed or self initiated retirement plans

UNSPSC 84131802 Self directed or self initiated retirement plans is a Commodity code that captures state and local government procurement of actuarial services, plan administration, consulting, and brokerage services supporting employee and retiree retirement and deferred compensation programs. Recent opportunities show governments contracting for actuarial valuations of self-insured health and pension plans, recordkeeping and plan administration for 457(b) deferred compensation programs, broker services for employee benefits including medical and dental coverage, and comprehensive consulting to manage plan design, compliance, and cost control across active and retiree populations.

Solicitations originate from diverse issuing bodies including state departments (Kentucky Department of Revenue, Michigan Department of Insurance and Financial Services, Oregon Department of Consumer and Business Services), counties (Orange County California, Harris County Texas, Volusia County Florida, Palm Beach County Florida), cities (Holly Hill Florida, Salem Oregon, Atlanta Georgia), universities (Texas A&M University System), and independent authorities (Orange County Transportation Authority, Orlando Utilities Commission). Geographic activity spans California, Florida, Georgia, Kentucky, Michigan, Oregon, and Texas, with repeat activity concentrated in Florida and Michigan. Representative recent opportunities include the City of Holly Hill's RFP 26-HR-01 for broker services covering medical, dental, vision, and life insurance for 109 active employees and 53 retirees (response due April 8, 2026); Texas A&M University System's RFQ SBA-27-289 for annual actuarial analysis of self-insured health and OPEB plans serving 63,889 covered lives (response due October 23, 2026); Orange County California's RFP 0173142902CA for actuarial valuation of the retiree medical plan with a $175,000 annual not-to-exceed value over three years (response due October 23, 2026); and the Incorporated County of Los Alamos's RFP26-71 for comprehensive employee benefits consulting supporting 700 active employees across plan design, compliance, and vendor oversight (response due October 15, 2026).