457_Plan_Document.docx.pdf

This is a 457 Plan Document for the City of Chandler, Arizona's Deferred Compensation 457 Plan and Retirement Health Savings Plan Administration procurement. The City of Chandler seeks a qualified vendor to provide comprehensive administration, investment management, and trust services for its employee deferred compensation and retirement health savings programs. The RFP was issued on May 12, 2023, with proposals due by June 13, 2023, providing a one-month response window for interested vendors. The solicitation number is HR3-953-4609. Prospective offerors must demonstrate substantial experience administering deferred compensation plans and retirement health savings plans, including capabilities in plan management, investment oversight, compliance administration, and trust services. The RFP does not specify explicit site visit requirements or bidders' conferences in the available documentation, and no award date or contract term parameters are detailed in the provided summary materials.

The documentation does not disclose specific pricing terms, fee structures, or budget allocations for the procurement. No set-aside designations or restrictions on respondent types are indicated, suggesting the opportunity is available to qualified financial services providers and retirement plan administrators broadly. No incumbent vendor information is provided in the available materials. The RFP appears designed to secure a comprehensive solution encompassing full-service plan administration and investment management; however, specific funding sources, amounts, and renewal option terms are not detailed in the file summary. Interested vendors should review complete RFP documentation to understand all technical requirements, evaluation criteria, and contractual terms associated with this municipal retirement plan administration opportunity.