403(b) Record Keeper

Collin County Community College District (Collin College) is seeking a qualified 403(b) Record Keeper through Request for Proposals (RFP) No. FY2025-RFP-007. The procurement aims to secure comprehensive administrative and record-keeping services for the district's 403(b) retirement plan. Interested vendors must submit sealed proposals electronically through the district's e-procurement portal at procurement.opengov.com/portal/collin by December 18, 2024, at 12:00 PM. Potential respondents are encouraged to thoroughly review the solicitation documents and can register for email notifications about the opportunity. Vendors with expertise in 403(b) plan administration, record-keeping, compliance, and reporting are expected to participate. While specific evaluation criteria are not detailed in the provided documents, typical considerations for such procurements often include vendor experience, technological capabilities, service responsiveness, and cost-effectiveness. Interested parties may direct questions to Katelynn Hamilton via email at katelynnhamilton@collin.edu or by phone at 972-758-3870.

The RFP documentation does not explicitly outline any set-aside designations, vendor restrictions, or preferences for disadvantaged businesses. No information is provided about the current incumbent 403(b) record-keeping vendor or existing technological infrastructure that might require integration. The solicitation documents do not specify a budget range or potential contract value for the 403(b) record-keeping services. While the RFP suggests a comprehensive procurement process, specific details about contract duration, renewal options, or performance expectations are not disclosed in the available materials. Vendors interested in responding to this opportunity are advised to carefully review all solicitation documents and ensure full compliance with the district's submission requirements and technical specifications.