Specifications include, but are not limited to: The Housing Authority of the City of San Antonio, TX a/k/a Opportunity Home San Antonio, is seeking proposals from qualified firms to provide 457(b) Plan Provider Services. The services may include, but are not limited to, the following bundled administrative services: custodial trustee, administrative, recordkeeping, participant education, enrollment and regulatory support for the plans. In conjunction with these bundled services, the selected Respondent will control participant expenses, provide high quality participant education services, be responsive to organization administrators and ensure that the plans are operated in accordance with all applicable laws and regulations. The 457b plan is intended to serve as a supplemental and voluntary retirement savings plan. The primary retirement benefit for Opportunity Home employees is provided through the Employees’ Money Purchase Pension Plan. In recognition that investments will be subject to participant choice, important consideration will include participant education and communication services as well as web-based tools.
