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Bid Title:
RFP 25-007-03 Deferred Compensation Plan Administrative Services
Category:
Human Resources/Benefits
Status:
Closed
Publish Date:
Tuesday, August 20, 2024 - 12:00pm
Close Date:
09/25/2024 - 4:00pm
Contact Person:
Sonja Worthy
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Bid Title
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Business Hours:
8:00am - 4:30pm
Related Documents:
RFP 25-007-03 Deferred Compensation Plan Administrative Services.pdf
Proposal Response Cover Sheet.pdf
RFP 25-007-03 Deferred Compensation Plan Administrative Services_min_dept_SCORING file.xlsx
Exhibit A_Empower Retirement Report 12_31_23.pdf
Exhibit B_Creative Planning Management Report 12_31_23.pdf
Exhibit C_Investment Policy Statement for Shelby County Deferred Compensation Plan 457(b).pdf
Exhibit D_Sample Contract For Your Firm.pdf
Exhibit E1_Prudential-SCG 457b Contract 2015.pdf
Exhibit E2_Prudential-SCG 457b Plan Trust Agreement 090115 (Signed).pdf
Exhibit E3_Prudential-SCG 457b Plan 300421 Signed Adoption Agreemt 01012024.pdf
Exhibit E4_Empower-SCG 457b Plan Ext Migration Pkg aka Recordkeeping Serv Agree.pdf
Exhibit E5_Empower DCP Amend Millenium Tr Co Automatic Rollover Serv Agree 060223.pdf
Exhibit F_SCG_Payroll Layout_Template.pdf
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