International Blend _ Lazard Fund.pdf

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Attached to
T2327 - Defined Contribution Retirement Program Administrative Services: NJSEDCP & NJDCRP
Solicitation number
26DPP01201
Issued by
New Jersey

About this file

Summary

This is a solicitation document for the State of New Jersey Department of the Treasury, Division of Purchase and Property seeking comprehensive administrative services for two defined contribution retirement plans: the New Jersey State Employees Deferred Compensation Plan (NJSEDCP), a 457(b) governmental plan, and the New Jersey Defined Contribution Retirement Program (NJDCRP), a 401(a) plan. The selected vendor will provide turnkey recordkeeping and administration services including participant account management, investment administration across 27 investment options, educational services, customer support, and employer-level services. The plans collectively serve 163,987 unique participants across 1,814 participant locations with approximately $6.1 billion in total assets. An optional pre-quote conference is scheduled for December 23, 2025, at 10:30 AM Eastern Time. Electronic questions are due by January 5, 2026, at 2:00 PM, and quotes must be submitted by February 20, 2026, at 2:00 PM. The base contract term is five years with options to extend up to two additional years.

Bidders must submit pricing on a fixed flat dollar-per-participant basis, with all implementation, conversion, administration, recordkeeping, education, and trustee expenses included; revenue sharing from investments will be rebated to participants. Required qualifications include over five years of experience administering bundled services for 401(a) and 457(b) plans and management of at least five defined contribution plans with a minimum of 50,000 participants. The incumbent contractor is Empower (formerly Prudential). No small business or disabled veterans' business set-asides apply to this procurement. Insurance requirements include professional liability insurance of at least $2,000,000 per claim and cyber breach insurance of not less than $10,000,000 per occurrence. The contract requires one dedicated on-site representative and ten full-time field service representatives, with all plan expenses borne by participants.

View the file

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File details come from the government source that posted it. Updated .