403(b) Retirement Plan Services

The Dallas, Texas government authority seeks an experienced, licensed financial management institution or plan manager to provide 403(b) retirement plan services. The buyer requires an employer-sponsored 403(b) plan featuring a 50% employer match on employee contributions. The selected vendor must demonstrate a proven track record in administrating 403(b) plans, submit references for current plans under their management, and provide full disclosure of all plan expenses and fees charged to the agency and participants. Work performance may occur onsite or offsite, and the buyer is currently looking for proposal pricing. To qualify for consideration, bidders must be an onshore, USA-only organization. The buyer will award a contract with a one-year performance period. Key schedule details include a pre-proposal conference scheduled for October 12, 2026.