401 & 457 Plan Administration. Record Keeping, and Investment Services

The City of Orlando issued a Request for Proposals (RFP) for 401 & 457 Plan Administration, Record Keeping, and Investment Services. ICMA-RC submitted a proposal in response to the RFP, highlighting their experience and capabilities in providing these services to public sector clients. The proposal includes information on ICMA-RC's investment management, interactive participant services, and administrative capabilities. The contract has a term of 5 years, from April 30, 2021, to April 29, 2026. Some key features of the proposal include: • ICMA-RC's RealizeRetirement approach, which combines high-touch and high-tech services to help participants achieve their retirement goals • A range of investment options, including Vantagepoint Funds and third-party mutual funds • Online and mobile tools for participants to manage their accounts and access educational resources • A commitment to fiduciary support and cybersecurity • A customizable fund lineup with access to over 20,000 funds/share classes The proposal also includes information on ICMA-RC's team, including Travis Trujillo, Vice President, Relationship Management, and Erica McFarquhar, Vice President, Benefits Counsel. Some key points about this contract include: • The contract is for 5 years, with the option for renewal • ICMA-RC has a strong commitment to providing high-quality services to public sector clients • The proposal includes a range of investment options and online tools for participants • ICMA-RC has a customizable fund lineup with access to over 20,000 funds/share classes • The contract includes a commitment to fiduciary support and cybersecurity