Post-Retirement Deferred Compensation Plan Provider/Consultant

Chandler Unified School District is seeking a Post-Retirement Deferred Compensation Plan Provider/Consultant to provide a mechanism for employees to participate in a federal retirement or deferred compensation plan. The selected provider will be responsible for managing the plan, processing contributions and distributions, and providing customer service to participants. The district is looking for a provider that can offer a range of investment options, including fixed and variable investments, and provide educational resources to help participants make informed decisions about their retirement savings. The provider will also be responsible for ensuring compliance with all applicable laws and regulations, including ERISA and IRS rules. Some key features of the plan include: • The ability for employees to contribute to a tax-deferred retirement account • A range of investment options, including fixed and variable investments • Educational resources to help participants make informed decisions about their retirement savings • Compliance with all applicable laws and regulations, including ERISA and IRS rules • The ability for participants to take loans from their accounts • The ability for participants to withdraw funds from their accounts upon retirement or separation from service