RFP-VS-13068 Recordkeeping Admin Pension Plan.pdf

Repeat: The document is a Request for Proposals (RFP) issued by the City of Longmont, Colorado for Recordkeeping & Administrative Services for the Money Accumulation Pension Plan for Employees. The RFP outlines the background, overview, and goals of the project, including details about the current plan, contributions, assets, and vendor information. It also specifies the scope of services required from the selected plan vendor, such as plan conversion, internal controls, legislative compliance, relationship management, participant services, and customer support. The RFP includes a schedule of events, proposal submission requirements, evaluation criteria, and attachments like a sample contract and questionnaire.