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Bid Solicitation: HRD223-HR2-5005
Header Information
Bid Number:
HRD223-HR2-5005
Description:
Voluntary Retirement Plan Consulting Services
Bid Opening Date:
07/12/2023 05:00:00 PM
Purchaser:
Alba Cortez
Organization:
Human Resources 2
Department:
HR2 - Human Resources
Location:
SDG - Employee Benefits & Services
Fiscal Year:
23
Type Code:
RP - Request For Proposal
Allow Electronic Quote:
Yes
Alternate Id:
Required Date:
Available Date :
06/05/2023 08:00:00 AM
Info Contact:
Bid Type:
OPEN
Informal Bid Flag:
No
Purchase Method:
Open Market
Pre Bid Conference:
Bulletin Desc:
Ship-to Address:
Ship to instructions
*PLEASE SEE LINE ITEM OF PO FOR DELIVERY ADDRESS*
SHIP TO, CA 00000
US
Email: NOT_APPLICABLE@SBCOUNTY.GOV
Phone: (000)000-0000
Bill-to Address:
Front Desk/Reception
157 W. Fifth Street
1st Floor
San Bernardino, CA 92415-0440
US
Email: hr@sbcounty.gov
Phone: (909)387-8304
Print Format:
Bid Print
File Attachments:
2023 RFP DC Consultant Proposer Questions
2023 RFP DC Consultant~1.docx
2023 RFP DC Consultant~1.pdf
Form Attachments:
Required Quote Attachments
Amendments:
Amendment #
Amendment Date
Amendment Note
1
06/26/2023 02:24:42 PM
Attachment File Changes: Header 1. File '2023 RFP DC Consultant Proposer Questions': File '2023 RFP DC Consultant Proposer Questions' added .
Item Information
Item # 1: ( 946 - 12 )
The San Bernardino County, Human Resources Department (County), is seeking Proposals from interested and qualified Proposers to provide voluntary retirement plan (deferred compensation, defined contribution and retirement medical trust fund benefits) consulting services. This Request for Proposals (RFP) is being released to identify and establish a contract with one firm for assisting the County with the management of its voluntary retirement plans, including the following: 457(b) Deferred Compensation Plan PST Deferred Compensation Retirement Plan 401(k) Defined Contribution Plan 401(a) Defined Contribution Plan Retirement Medical Trust Fund (VEBA) for funding employee medical costs in retirement
NIGP Code:
946-12
Actuarial Services and Retirement Planning
Qty
Unit Cost
UOM
Total Discount Amt.
Tax Rate
Tax Amount
Total Cost
1.0
EA - Each
Manufacturer:
Brand:
Model:
Make:
Packaging:
SBCOUNTY_SBCOUNTY_AWS_PROD_BUYSPEED_2_bso
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Description
Date Last Modified
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