Retirement Plan

This Invitation to Negotiate (ITN) is issued by Citizens Property Insurance Corporation (Citizens) to request competitive sealed replies from firms capable of providing administration, recordkeeping, education, enrollment, and investment management services for the following Citizens retirement plans. The services sought include all aspects of plan administration, with the key objectives of providing excellent customer service and investment management to plan participants. Eligible vendors must demonstrate extensive experience in providing comprehensive retirement plan services, as well as the capacity to serve a large plan with diverse participant needs. Responses will be evaluated based on criteria such as qualifications, technical approach, customer service, and cost-effectiveness. The deadline for submitting proposals is August 24, 2022.

This contracting opportunity is open to all qualified vendors. There are no set-aside designations or restrictions on the types of organizations that can respond. Citizens has not identified any incumbent vendors or current contractors for these services. The anticipated budget range or award value for this contract has not been specified.