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Year Created: 2017
The PDF document details strategic objectives, goals, and initiatives for different departments in the organization. It covers plans related to finance, customer service, employee engagement, innovation, process improvement, growth,…
Year Created: 2015
The document outlines the management of defined contribution and deferred compensation plans, detailing changes to initial specifications and proposal documents. It discusses participant specifics, deposits to individual accounts, G…
Year Created: 2015
The document is an addendum to a Request for Proposals (RFP) regarding the administration of Defined Contribution and Deferred Compensation Plans. It consists of two pages and is part of the bid documents, modifying the original spe…
Year Created: 2015
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 th…
Year Created: 2015
The document is an evaluation report for different applicant firms in the field of Defined Contribution and Deferred Compensation. Each firm is rated based on various criteria, with a maximum possible score of 25 points. The firms e…
Year Created: 2015
The document discusses the approval of a new recordkeeper services provider for the City of Tallahassee's employee retirement plans. The city is looking to award a contract to Great-West Financial Services based on an evaluation com…
Year Created: 2020
The document discussed in the context is related to a webinar on Force Majeure and Emergency Situations. It covers various aspects of force majeure clauses in contracts, including how they can be written to benefit both parties, han…
Year Created: 2020
The document provides detailed terms and conditions for a contract between a Consultant and The City of Frederick. It includes information on dispute resolution, patents and royalties, assignment restrictions, billing instructions, …
Year Created: 2016
The document is an addendum related to a Request for Proposal (RFP) for Financial Investment Advisor Services issued by the City of Leesburg's Purchasing Division. The addendum includes a specific change to Section 3 regarding the r…
Year Created: 2016
The document is an addendum to a Request for Proposal (RFP) titled "Financial Investment Advisor Services." It includes changes to specific terms and conditions related to required licenses, certifications, and qualifications for fi…
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