457 Fund Administration and Record Keeping Services

The City of Plano is seeking a sole provider to administer, recordkeep, educate, and invest for the City’s Section 457(b) Deferred Compensation Plan. The selected firm will be responsible for providing these services to the City. The proposal submission is preferred to be electronic through IonWave, but can also be submitted in person. • The City’s Section 457(b) Deferred Compensation Plan is the main focus of this proposal. • The selected firm will provide administration, recordkeeping, education, and investment management services. • The proposal submission deadline is 3/23/2026 02:00:00 PM (CT). • Questions must be submitted electronically through IonWave by 2/25/2026 02:00:00 PM (CT).