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Retirement Plan Recordkeeper Service

Overview


Financial, Legal, HR & Staffing
Centennial, Colorado, United StatesPosted 17 days agoDeadline: May 20th, 2026

Fit Score


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SUMMARY


Seeking a provider for one year of retirement plan recordkeeper, administration, trust, and custody services for the Douglas, Colorado government authority.

KEY REQUIREMENTS


BUDGET

Estimate

$150,000 – $300,000

CONTRACT DURATION


60 months

TIMELINE


Request for Proposal Published on April 20th, 2026

Written Inquiry Deadline: May 4th, 2026

Modification Issued with Answers to Written Inquiries: May 8th, 2026

Proposal Submission Deadline: May 20th, 2026

Interviews: Week of August 3rd, 2026

Best and Final Offers: August 10th, 2026

Notice of Award: August 17th, 2026

Agreement Signing: August 23rd, 2026

Conversion process completed: December 1st, 2026

QUESTION DEADLINE


May 4th, 2026

Issuing Agency


South Metro Fire Rescue

Organization overview and procurement intelligence available on paid plans.

DESCRIPTION


A government authority in Douglas, Colorado is seeking a vendor to provide comprehensive retirement plan recordkeeping services. Required services include all aspects of recordkeeping, administration, trust, custody, and communication related to the retirement plan.

Vendors are instructed to submit fees based solely on recordkeeping and administrative services, and should not include fees for ancillary products or optional programs, such as managed accounts. The contract for these services will have a period of one year. Vendors should address all required services as outlined and direct any questions by the specified deadline.

Source attribution

This Settle analysis is based on the issuing organization’s public RFP listing.

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