CSUCO / CSU 403(b) Recordkeeper
Closed State & local contract opportunity Posted
- Solicitation number
- 620-2024
- State
- California
- Responses due
Opportunity facts
- NIGP codes
- UNSPSC codes
- Point of contact
-
- Erika Takenaka etakenaka@calstate.edu
Opportunity details come from caleprocure.ca.gov. Updated .
About this opportunity
The California State University (CSU) is conducting a Request for Proposal (RFP) for a 403(b) plan administration and recordkeeping services contract for its Supplemental Retirement Plan. The procurement seeks a qualified firm to provide comprehensive services including plan administration, recordkeeping, compliance, plan sponsor support, communication/education, and participant services. Vendors must submit their proposals through Aon's Vendor Search Database administered by ProposalTech, with all communications and document exchanges occurring through this platform. The contract will have an initial term of 5 years, with an effective date no later than April 1, 2026. Potential vendors are explicitly instructed to avoid direct contact with Aon staff, CSU staff, or executives, and must instead use the specified web portal for all interactions. The RFP was posted on January 15, 2025, with proposals due by February 21, 2025. The primary contact for this bid is Erika Takenaka, reachable at ETAKENAKA@CALSTATE.EDU.
While the RFP does not explicitly outline specific set-aside designations or disadvantaged enterprise requirements, it emphasizes a rigorous selection process managed by Aon Investments USA Inc. and Aon Consulting, Inc. Vendors must register and submit responses through the ProposalTech portal, with existing respondents required to review and update their submissions for this specific RFP. The document does not disclose the current incumbent vendor or provide specific budget ranges or award values. Potential respondents must demonstrate significant expertise in 403(b) plan administration, compliance management, and participant services. The procurement process appears designed to select a highly qualified firm capable of managing complex retirement plan administrative and recordkeeping functions for the California State University system, with a comprehensive evaluation likely focusing on technical capabilities, service quality, compliance expertise, and technological infrastructure.
Opportunity text
Communications regarding this RFP All communications concerning this RFP, including any questions and/or requests for clarification, must be via Aon¿s Vendor Search Database administered by ProposalTech. Responses to questions and addendums will be posted on via Aon¿s Vendor Search Database web portal administered by ProposalTech at: https://www.proposaltech.com/home/app.php/register?co=aon PURPOSE The purpose of this Request for Proposal (RFP) is to solicit proposals from qualified firms interested in providing 403(b) plan administration, recordkeeping, compliance, plan sponsor, communication/education, and participant services, including certain master administrator/recordkeeper services, for the California State University (the CSU) 403(b) Supplemental Retirement Plan (the Plan). The effective date of the contract will be no later than April 1, 2026 and will be for an initial term of 5 years. The CSU has contracted with Aon Investments USA Inc. and its affiliate Aon Consulting, Inc. (collectively referred to as ¿Aon¿) to provide consulting services to assist the CSU with the RFP process, including evaluation of responses. However, there is to be no direct contact with Aon staff or employees, nor should there be any direct contact with the CSU's staff or executives related to this RFP. Aon¿s Vendor Search Database, provided via their third-party technology vendor ProposalTech, will be utilized for managing RFP documents, responses, and analysis of responses. Should your firm currently have a response on file in Aon¿s Vendor Search Database, ensure your RFP response team is fully reviewing all responses to ensure accuracy based on the particular RFP. Should your firm not currently have a response on file in Aon¿s Vendor Search Database, a specific RFP document will be provided for your firm. The following link should be used to access Aon¿s Vendor Search Database: https://www.proposaltech.com/home/app.php/register?co=aon. VENDORS ARE TO VISIT via Aon¿s Vendor Search Database web portal administered by ProposalTech at: https://www.proposaltech.com/home/app.php/register?co=aon THE CONTACT FOR THIS BID IS ERIKA TAKENAKA, ETAKENAKA@CALSTATE.EDU NO OTHER INFORMATION WILL BE POSTED ON THIS SITE.
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