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Program Administration and Investment Management Services

WashingtonWashington, USADue Friday, October 9, 2026
Client
Washington
RFP Number
BANKING-9270
Posted
Category
Banking Services
Budget
Looking for Proposal
NAICS
Set-aside
Contact

Description

AI Generated

The 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 source

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