SECTION 457(B) DEFERRED COMPENSATION PLAN RETIREMENT PLAN RECORD KEEPING SERVICES

Pierce County is seeking a qualified firm to provide retirement plan administrative services, including recordkeeping, education, communications, and investment-related services for its 457(b) deferred compensation plan. The selected firm will be responsible for plan setup, transition, and ongoing administration, as well as participant recordkeeping and account maintenance. The firm will also provide investment administration, trust and/or custody services, compliance support, and participant services. The contract is expected to begin on October 1, 2026, and end on September 30, 2027, with the option for four additional 12-month extensions. The total value of the procurement is to be determined. Key aspects of the job include: • Plan setup, transition, and ongoing administration • Participant recordkeeping and account maintenance • Investment administration, trust and/or custody services • Compliance support and regulatory updates • Participant services, including education and communication • Customized reporting and analytics for plan sponsors