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  5. ›Recordkeeping Services for Retirement Benefit Plans

County of Amador·California

Recordkeeping Services for Retirement Benefit Plans

Closes 11/20/2025$500k – $2MRequest for ProposalLogin required
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Description

The County of Amador is seeking a qualified firm to provide recordkeeping services for its retirement benefit plans. The selected firm will be responsible for providing ongoing defined contribution recordkeeping services to the plans, including the County of Amador Deferred Compensation Plan, Amador County Deferred Compensation Plan, and Amador County 401(a) Plan. The firm will work in collaboration with the Amador County Auditor-Controller and Human Resources Department. • The County reserves the right to terminate the project prior to selection of a qualified respondent. • The County reserves the right to reject any and all responses submitted. • The selected firm will be required to take over all transferable plan assets. • The firm will be responsible for providing recordkeeping and administration services for the retirement benefit plans. • The County is seeking a firm with experience in providing recordkeeping services for retirement benefit plans.

Attached files

The solicitation documents live at the source — open the bid source above to download them.

Contact

Danielle Whitaker(Purchasing Department Contact)

[email protected]

(209) 223-6377

Key dates

Opened
10/17/2025
Closes
11/20/2025

Last updated

Details

Type
Request for Proposal
Industry
Financial Services
NAICS
561110
Solicitation №
25-25

Budget estimate

$500,000 – $2,000,000

The budget for this opportunity is likely to be in the range of $500,000 to $2 million per year, depending on the scope of services and the number of plan participants. This estimate is based on the fact that the County is seeking a firm to provide recordkeeping services for its retirement benefit plans, which likely have a significant number of participants and assets. The firm will be responsible for providing ongoing defined contribution recordkeeping services, which can be a complex and time-consuming process.

AI estimate from the solicitation

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