Specifications include, but are not limited to: Plan Administration, Recordkeeping and Participant Education services for 401(k), and 457 retirement and deferred compensation investment plans sponsored by Utah County Government. Utah County seeks a firm that can provide bundled services for a fixed annual fee per account participant for these Plans, which includes maintaining and amending plan documents, trust and custody of funds that will be recommended by an independent investment consultant and selected by the County, recordkeeping plan level and participant level account balances, processing deposits, loans and withdrawals, reporting, and providing website / call center integration for participants and for the County’s Human Resources staff.
