2017 Deferred Compensation Plan Consulting Services-Addendum 2 - Web Version.doc
DOC document 232 KB Posted
- Solicitation number
- 17-040
- Issued by
- Wisconsin
About this file
This is an addendum to a Request for Proposals issued by Walworth County, Wisconsin for Deferred Compensation Plan Consulting Services for the Human Resources Department. The addendum, issued on April 20, 2017 by Senior Buyer Nick Cramer, provides responses to vendor inquiries regarding the proposed engagement. The RFP seeks a retirement plan advisor to review the County's current 457(b) and 403(b) deferred compensation plans, including evaluation of employee investment options, assessment of investment fees, identification of potential plan options, assistance with an RFP process for plan providers if appropriate, and support with possible plan transition. The proposal deadline is 1:00 p.m. on May 2, 2017.
According to the addendum, total employee contributions via payroll deductions in calendar year 2016 were $1,494,788, with projected 2017 contributions of $1,385,806 based on current employee elections. The addendum was distributed to all vendors on the County's bid list to ensure equitable access to information necessary for proposal preparation. Contact for the procurement is the Purchasing Manager at Walworth County's Central Services Department of Public Works located in Elkhorn, Wisconsin.
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Other files
| File | Type | Posted |
|---|---|---|
| 2017 Deferred Compensation Plan Consulting Services-Addendum 1 - Web Version.doc | DOC document | |
| 2017 Deferred Compensation Plan Consulting Services-Final.docx | DOCX document |
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Text version
MEMORANDUM
To:
Deferred Compensation Plan Consulting Services Vendors
From:
Nick Cramer, Senior Buyer Date:
April 20, 2017 Re:
Addendum #2 Walworth County is interested in obtaining proposals for a Deferred Compensation Plan Consulting Services for the Human Resources Department. The Request for Proposals was sent earlier to your company.
Enclosed is information to requests for additional information submitted to Walworth County. The enclosed information is being provided to all vendors on our bid list to facilitate with your proposal submittal.
Thank you for your interest.
Enclosures
Walworth County
Request for Proposals Employee Benefits Consulting Services Deadline of 1:00 p.m., May 2, 2017
1. Question:
Can you please provide the estimated annual contributions to the Walworth County plan?
Answer:
The total amount of employee contributions via payroll deductions in calendar year 2016 was $1,494,788. The projected 2017 amount of employee contributions via payroll deduction based upon current elections would be $1,385,806.
Public Works Department
Eric Nitschke, P.E.
Director Central Services
Department of Public Works
Mike Sierakowski
Operations Manager
Deputy Director
Joe Kroll, P.E.
County Engineer
John Miller
Senior Project Manager
Penny Bishop
Finance Manager
Nick Cramer
Purchasing Manager
W4097 County Road NN
Elkhorn, WI 53121
262.741.3114 tel
262.741.3117 fax (Operations)
262.741.3195 fax
(Business Office)
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