403(b) and 457(b) Plan Recordkeeping and Administrative Services

The Spotsylvania County Public Schools (SCPS) seeks a vendor to establish and manage a comprehensive investment, administrative, and record‑keeping platform for its 403(b) and 457(b) retirement plans. The solicitation allows for either a single‑vendor solution or a dual‑vendor approach, giving flexibility to bidders. The selected contractor will be responsible for plan recordkeeping, compliance reporting, participant services, and ongoing investment administration. • Provide end‑to‑end recordkeeping and administrative services for SCPS’s 403(b) and 457(b) plans. • Manage investment options, perform daily transaction processing, and ensure regulatory compliance. • Offer participant communication, account maintenance, and reporting to the school district. • Potential to serve as either sole vendor or part of a dual‑vendor configuration as determined by SCPS. • Contract period and detailed scope to be defined during award negotiations.