457 Fund Administration and Record Keeping Services

The City of Plano is seeking a qualified firm to provide administration, recordkeeping, education, and investment management services for the City's Section 457(b) Deferred Compensation Plan. The selected firm will be the sole provider of these services. The proposal submission deadline is March 23, 2026, and questions must be submitted electronically through IonWave by February 25, 2026. The City reserves the right to request clarification on any aspect of the proposal. • The City is looking for a firm with experience in providing 457(b) plan administration and recordkeeping services. • The selected firm will be responsible for providing education and investment management services to plan participants. • The City is seeking a firm that can provide a comprehensive and competitive proposal. • The proposal should include information on the firm's experience, qualifications, and approach to providing the required services.