Attachment E - Questions and Answers Worksheet.xlsx

This document outlines a proposed contract action for 401(k) administration and recordkeeping services. The Office of the Comptroller of the Currency seeks to maintain recordkeeping and trustee services to administer 401(k) plans for OCC and OTS retirees. The anticipated solicitation would follow FAR part 12 and subpart 13.5 procedures and promote maximum practicable competition. Services would include 401(k) administration and recordkeeping for a potential contract term of up to 129 months, including transition periods. The North American Industry Classification System code 523150 was identified as applicable. The Office of the Comptroller of the Currency would be the contracting agency.