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Basic Information

Reference Number

0000351276

Issuing Organization

City of Fruita

Owner Organization

City of Fruita

Solicitation Type

RFP - Request for Proposal (Formal)

Solicitation Number

2024-415-15-1

Title

RFP - Retirement Plan Consulting Services

Source ID

PU.AG.USA.621560.C17164201

Details

Location

United States, Colorado, Mesa County

Purchase Type

One Time Only- Delivery Date:05/30/2024

Piggyback Contract

Description

The City desires to contract with an outside vendor to provide retirement plan consulting services for the City’s 401(a) money purchase plans, 457 defined contribution plans, and Roth IRA Plan. The aim of this Request for Proposals (RFP) is to invite submissions from qualified and experienced retirement planning brokers or consulting groups to:

-Assess the current retirement plans for the City of Fruita,
-Make recommendations to existing retirement plans or establish new plans,
-Administer retirement plan and educate employees.

Priorities for the City of Fruita through this RFP are:

Identify a firm that will provide excellent customer service to Fruita employees.
To be good stewards of public funds.
Help with retention of talent through providing plans that employees feel are valuable
Get competitive pricing, and ensure compliance with rules and requirements of the plans.

The City of Fruita has approximately 86 actively employed, benefit eligible employees. Regular (non-temporary) employees are eligible for benefits on the first day of the month following their hire date.

All proposals shall be submitted and received no later than 5:00 p.m. (MDT) on Wednesday, May 29, 2024.

Electronic proposals will be accepted through the Rocky Mountain E-Purchasing System (RMEPS). https://www.bidnetdirect.com/colorado. (Purchasing Representative does not have access or control of the vendor side of RMEPS. If website or other problems arise during response submission, vendor MUST contact RMEPS to resolve the issue prior to the response deadline. 800-835-4603). Proposals may also be emailed to MacKenzie Erickson, Procurement and Contracts Specialist, at merickson@fruita.org.

Dates

Publication

05/01/2024 03:48 PM MDT

Question Acceptance Deadline

05/17/2024 05:00 PM MDT

Questions are submitted online

Closing Date

05/29/2024 05:00 PM MDT

Contact Information

MacKenzie Erickson

970-858-3663 ext. 6054

merickson@fruita.org

Bid Submission Process

Bid Submission Type

Electronic Bid Submission

Pricing

Lump sum

Bid Documents List

Item Name	Description	Mandatory	Limited to 1 file
Bid Documents	Documents defining the proposal	No	No
No entries

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