Complexity Level IV Plan Services

The Pension Benefit Guaranty Corporation (PBGC) is issuing a sole‑source notice to procure highly specialized actuarial support for three active Complexity Level IV pension plans (each with >4,500 participants). The contractor will provide expertise for benefit and retirement statement preparation, actuarial case reports, post‑valuation support, IT program compliance, and overall program management. Because the existing vendor, Bolton Partners DC, Inc., possesses unique plan‑specific assumptions, coding logic, and historical data, PBGC asserts that only this vendor can ensure continuity, accuracy, and timely completion of the remaining valuation work. Interested parties may submit a capability statement by the deadline, but the solicitation is not a competitive bid. • Actuarial services for three large pension plans (≥4,500 participants each). • Tasks: Benefit/Retirement Statements, Actuarial Case Reports, post‑valuation support, IT compliance, program management. • Sole‑source to Bolton Partners DC, Inc. due to proprietary methodologies and data. • Submission: capability statement via email by 5:00 PM EST, Oct 2 2026. • No competitive bidding; only vendors that can fully meet technical requirements may respond.