When is the submission deadline?

Submissions are due October 29, 2026. Questions must be submitted by October 8, 2026.

It was issued by Yakima County. The work is located in Yakima, Washington, United States.

Who is a good fit for this opportunity?

Retirement plan administration and record-keeping providers. Firms experienced supporting government or public-sector retirement plans. Companies with established compliance, reporting, and participant-support capabilities.

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Retirement Plan Administration and Record-Keeping Services

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Overview

Financial, Legal, HR & Staffing

Yakima, Washington, United StatesPosted: September 24, 2026Deadline: October 29, 2026

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SUMMARY

A government authority in Yakima, Washington, is seeking retirement plan administration and record-keeping services. The main RFP document is not included in the available information.

KEY REQUIREMENTS

Must have a minimum of five years of experience administering governmental Section 457(b) deferred compensation plans.
Must currently provide sole-provider administration to a minimum of three Section 457(b) deferred compensation retirement plans with an asset size of at least $50 million in each.
Must be duly qualified to do business in the State of Washington upon award of the contract.
Must be able to offer a self-directed brokerage option.
Must be willing to have representatives attend Committee meetings in person as required (no more than quarterly).
Must accurately and fully disclose all fund expense and revenue sharing arrangements.
Must accurately and fully disclose all expenses and revenue associated with any service made available under the Plans.
Must agree not to sell or promote products not directly affiliated with the Plans without written authorization.

TIMELINE

RFP issue date: September 24th, 2026

Due date for questions: October 8th, 2026

Response to questions and clarifications: October 15th, 2026

Proposal due date: October 29th, 2026

Tentative Finalist interviews: December 2nd, 2026

QUESTION DEADLINE

October 8, 2026

CONTACTS

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

Additional decision-makers and their departments

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Issuing Agency

Yakima County

Organization overview and procurement intelligence available on paid plans.

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DESCRIPTION

A government authority in Yakima, Washington, is seeking information from vendors capable of providing retirement plan administration and record-keeping services.

The available information provides only a brief overview of the requirement. The main request for proposals document is not available in the provided materials.

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Frequently asked questions

When is the submission deadline?: Submissions are due October 29, 2026. Questions must be submitted by October 8, 2026.
Who issued this RFP?: It was issued by Yakima County. The work is located in Yakima, Washington, United States.
Who is a good fit for this opportunity?: Retirement plan administration and record-keeping providers
Firms experienced supporting government or public-sector retirement plans
Companies with established compliance, reporting, and participant-support capabilities

Analysis generated by Settle AI from the source RFP.

RFP Hunter shows what is open. Settle shows what is forming.

Settle pieces together buyer signals, budgets, contract activity, and the sources your team already monitors. See why an opportunity fits and what to do before the RFP posts.

See how Settle works