Plan Record Keeping Services

The City of Carrollton is soliciting proposal packets to provide retirement plan administration, plan record keeping, education, communications, and investment-related services for its current 457 deferred compensation plan. The city is seeking a vendor to provide these services, and the selected vendor will be responsible for managing the plan and providing related services to the city's employees. The proposal packet should include information about the vendor's experience, qualifications, and approach to providing these services. The city reserves the right to reject any and all proposals and to negotiate a contract with the highest evaluated vendor. • The vendor should have experience in providing similar services to other municipalities. • The vendor should have a strong understanding of the city's needs and requirements. • The vendor should be able to provide a comprehensive plan for managing the city's 457 deferred compensation plan. • The vendor should be able to provide education and communication services to the city's employees. • The vendor should be able to provide investment-related services to the city.