RFP-FIN02-17 - Deferred Compensation Adminstration Services

The County’s Deferred Compensation Plan Committee (“Committee”) developed this RFP to obtain proposals from qualified firms to provide the Committee with third party administration services. If you are qualified according to the Regulations to provide such services, you are requested to complete this RFP.
This document constitutes a request for qualified Administrative Service Agencies, Trustees, and/or Financial Organizations relating to (1) trust service, (2) administration and/or (3) funding of an "eligible deferred compensation plan” in accordance with the Regulations and the NYS Deferred Compensation Board Model Plan promulgated by the Board (“Model Plan”). The Model Plan is attached to this RFP and marked Appendix D. If you are "qualified" according to the Regulations to administer, maintain records and accounts of plans and/or if you have appropriate trust services and/or products available for use as funding media and are interested in making those services and/or products available, you are invited to make a proposal in response to this RFP.