Retirement Investment and Recordkeeping Services

Johnson County, KS is seeking a full-service provider to offer recordkeeping, administration, and investment services for their 457 and 401(a) plans. The provider will be responsible for managing the plans, providing participant services, and ensuring compliance with regulatory requirements. The contract term is for three years, with the option to renew for up to five additional one-year periods. The provider will be required to meet certain performance standards, including participant services phone response time, plan sponsor services, and average deferral rate. • Key services include: recordkeeping, administration, investment services, participant services, and plan sponsor services • Plan details: 457 and 401(a) plans, with approximately $361 million in total assets • Performance standards: participant services phone response time, plan sponsor services, average deferral rate, and others • Contract term: three years, with option to renew for up to five additional one-year periods