When is the submission deadline?

Submissions are due June 25, 2026. Questions must be submitted by June 12, 2026.

It was issued by City Of Loveland. The work is located in Loveland, Colorado, United States.

Who is a good fit for this opportunity?

Experienced retirement plan provider with public sector or municipal clients. Ability to offer full trust custody, administration, and recordkeeping services. Local representative presence in Colorado. Expertise in participant education and investment services. Proven track record with plan conversions and robust compliance systems.

Police Retirement Plan Provider Services (Due June 25, 2026)

Overview

Financial, Legal, HR & Staffing

Loveland, Colorado, United StatesPosted: June 6th, 2026Deadline: June 25th, 2026

Fit Score

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SUMMARY

The City of Loveland, Colorado, is seeking providers for police retirement plan services, including administration, recordkeeping, participant outreach, and broad investment options.

KEY REQUIREMENTS

Must have a minimum of ten years of experience administering Non-ERISA Governmental 401(a) and 457(b) plans.
Must have a minimum of five Non-ERISA Governmental 401(a) and 457(b) plans with a combined asset size of at least $100 million.
Must have a minimum of five 401(a) and 457(b) Non-ERISA Governmental plans with a combined participant size of at least 1,500.
Must offer a bundled service solution including recordkeeping, administration, communication, education, custodial trustee services, and an open investment management platform.
Must provide qualified, local, in-person educational support from salary-based representatives who do not receive commissions.
Must provide onsite meetings at key City locations at least three days per month.
Must have experience with customers using Ultipro/UKG payroll software.
Must have compliant SSAE 16, 18, or SOC2 on internal controls.
Must be able to maintain the existing investment menu or add new investments.

TIMELINE

Questions due by June 12th, 2026.

Addendum provided to all proposers by June 16th, 2026.

Proposals due by June 25th, 2026.

QUESTION DEADLINE

June 12th, 2026

CONTACTS

Primary procurement contact — name, title, email, and phone

Additional decision-makers and their departments

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Issuing Agency

City Of Loveland

Organization overview and procurement intelligence available on paid plans.

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DESCRIPTION

The City of Loveland, Colorado, seeks qualified vendors to provide comprehensive retirement plan services for its police department. The provider will be responsible for trust custody, plan administration, recordkeeping, participant education, and communication, as well as offering a robust platform for investment services. The chosen provider must develop and maintain a dedicated participant website along with employee communication materials, and should have at least one local representative to support plan participants.

The provider is encouraged to deliver objective financial advice to participants without receiving commission-based compensation or financial incentives directly related to this advice. Additional services required include automating administrative processes to minimize the burden on the plan sponsor, processing domestic relations orders, and administering emergency withdrawals. The investment platform must grant access to a wide range of investment alternatives, including mutual funds and collective investment trusts, with options such as a Self-Directed Brokerage Account window. All fee structures must be clearly stated, both as asset-based and per-participant amounts. An organized and effective plan conversion, supported by a dedicated transition team, is essential for a successful partnership.

Interested vendors are required to submit all questions regarding the RFP no later than June 12, 2026.

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Frequently asked questions

When is the submission deadline?: Submissions are due June 25, 2026. Questions must be submitted by June 12, 2026.
Who issued this RFP?: It was issued by City Of Loveland. The work is located in Loveland, Colorado, United States.
Who is a good fit for this opportunity?: Experienced retirement plan provider with public sector or municipal clients
Ability to offer full trust custody, administration, and recordkeeping services
Local representative presence in Colorado
Expertise in participant education and investment services
Proven track record with plan conversions and robust compliance systems

Analysis generated by Settle AI from the source RFP.

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