2022C-034-0406 - Third Party Administrator for Tax Sheltered Annuity (403(b) and 457(b)) Plans

The purpose of this Request for Proposal (“RFP”) is to solicit proposals from qualified Vendors to act as a TPA for Tax Sheltered Annuity with the intent for providing professional review, administrative and IRS tax-compliance services (“Services”) for ESBOCES and/or Participants for 403(b) and/or 457(b) investment programs which are funded by voluntary salary reductions made by employees and employer non-elective contributions. The Successful Vendor must be willing to tailor services to meet the specific needs of ESBOCES and/or Participants, with diverse operations and missions.