150542 - Recordkeeper - Retirement Plans.pdf

The document is a Request for Proposals (RFP) from the City of Leesburg, Florida, looking for a Recordkeeper for their Defined Contribution Retirement Plans. It covers the purpose of the request, submission guidelines, evaluation criteria, and the potential for presentations or interviews with chosen respondents. The RFP specifies the needed services like plan recordkeeping, compliance, participant communication, and website provision. Additionally, it includes details on the Plans' assets, submission requirements, and the provider selection process.