Retirement Plan Recordkeeping Service

Overview

Financial, Legal, HR & Staffing

Castle Rock, Colorado, United StatesPosted about 1 month agoDeadline: May 1st, 2026

Fit Score

Settle Intelligence

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SUMMARY

A government authority in Castle Rock, Colorado seeks a vendor for retirement plan recordkeeping, administration, and related services.

KEY REQUIREMENTS

Must be a qualified vendor to provide 401(a) and 457(b) plan administration, investment, and trust services
Must contact Innovest to receive RFP instructions and submit proposals
Must communicate only with Innovest and the Town of Castle Rock's Purchasing Division

BUDGET

Estimate

$50,000 – $150,000

TIMELINE

Bid posting date: April 1st, 2026

Deadline to submit questions: April 17th, 2026

Town responses due: April 24th, 2026

Proposal due date and time: May 1st, 2026

QUESTION DEADLINE

April 17th, 2026

Issuing Agency

Town Of Castle Rock

Organization overview and procurement intelligence available on paid plans.

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DESCRIPTION

A government authority in Castle Rock, Colorado seeks a qualified vendor to provide comprehensive retirement plan recordkeeping services. The selected provider will be responsible for delivering all recordkeeping, enrollment, and communications services related to the retirement plans managed by the authority.

Additional responsibilities include plan administration, investment, and trust services. The authority maintains a retirement plan committee and currently utilizes the services of an investment consultant. Vendors are required to submit any questions regarding the RFP no later than April 17, 2026.

Source attribution

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