Program Administration and Investment Management Services
- Client
- Washington
- RFP Number
- BANKING-9270
- Posted
- —
- Category
- Banking Services
- Budget
- Looking for Proposal
- NAICS
- —
- Set-aside
- —
- Contact
- —
Description
AI GeneratedThe government authority in Washington requires a vendor to provide program administration, investment management, or both as an integrated solution. The selected contractor must handle program operations, IRA administration, recordkeeping, custodial duties, call center support, and investment option design. The contractor must also facilitate employer engagement, monitor legal changes, and maintain an ADA-compliant, mobile-optimized, secure 24/7 online platform featuring payroll integration options. Furthermore, the contractor will execute a communication plan for employers and employees. Eligible bidders must be USA organizations performing the work offsite. The authority establishes a seven-year contract period and requests budget proposals. Interested vendors can submit responses digitally via email or online. The buyer will hold a pre-bid meeting on September 1, 2026, and sets a deadline of September 15, 2026, for all question submissions.
Source and verification
Original sourceCraxy AI summarizes this opportunity from the original listing and available solicitation documents. Confirm submission instructions and amendments with the issuing source before responding.
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