0002-15 RFP Admin of Defined Contrib9-26.pdf

The document details the criteria for a service provider to oversee the City's retirement plans, covering aspects like fund management, investment education, loan processing, statement generation, and data accuracy. It emphasizes the importance of operational efficiency, cost-effectiveness, and quality service for employees. The current fund lineup is specified, with a focus on replacing the Stable Value account. Proposal responses must include qualifications, team information, references, and details on recordkeeping and technology. Clarity, conciseness, and adherence to the format are stressed for evaluation purposes.