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403(b) Retirement Plan Services

Dallas, TX.Texas, USADue Monday, November 9, 2026
Client
Dallas, TX.
RFP Number
EXTRA-75630
Posted
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Category
Professional, Consulting, Administrative or Management Support Services
Budget
Looking for Proposals
NAICS
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Set-aside
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Contact
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Description

AI Generated

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.

Key solicitation details

AI-extracted from ESBD_554002_1787849181362_RFP260101 403b Retirement Plan Services, 8-27-26 (1).pdf. Confirm against the original documents before bidding.

Head Start of Greater Dallas, Inc. is issuing a Request for Proposal to contract an experienced and licensed financial management institution or plan manager to administer its 15.1 million dollar 403(b) retirement plan for 687 employees. The contract will be a one-year fixed price contract with options for four additional one-year periods. Bidding is restricted to experienced financial management and planning organizations compliant with DOL, ERISA, and IRS regulations.

Issued by
HEAD START OF GREATER DALLAS, INC.
Pre-proposal meeting
October 12, 2026 at 9:00 A.M.
Questions due
October 12, 2026 prior to 3:30 P.M.
Proposals due
November 9th, 2026 no later than 1:00 p.m.
Proposal opening
November 9, 2026 at 1:05 p.m.
How to submit
Sealed hard copy
Submission details
Submit 3 hard copies of the proposal and 3 hard copies of the fee/cost and disclosure information in a separate envelope marked COST PROPOSAL to Purchasing Director, Head Start of Greater Dallas, Inc., 3954 Gannon Lane, Dallas, Texas 75237.
Contract term
Initial one-year fixed price contract with options for four additional one-year periods
Estimated value
$15.1 million plan assets
Place of performance
Dallas County, Texas (onsite or offsite)
Insurance and bonding
Proof of liability insurance, errors and omissions, professional, and workers compensation (if applicable) within 10 days of acceptance, naming HSGD as Certificate Holder.
Funding
Federal Head Start grant dollars requiring 25 percent non-federal match; subject to Davis-Bacon Act and Copeland Act requirements where applicable.

How proposals are evaluated

Prior experience 403(b) Retirement Plan development10
Prior experience 403(b) Retirement Plan management with non-profits20
Prior experience developing and/or assisting in writing 403(b) Plan documents10
Organization, size, structure, and minority/small business status10
Staff qualifications and prior experience of individual team members20
Understanding of work to be performed10
Price20

Scope of work

  • Document services, recordkeeping, investment products, and investment education or advice
  • Plan document assistance, advice, and updates for regulatory compliance
  • Regular plan orientation and training for new employees
  • Individual employee investment counseling and benchmarking
  • Administrative and plan liaison personnel support
  • Regular employee investment reports, online access, and newsletters
  • Submission of a contract changeover schedule and timeline

Minimum qualifications

  • Experienced and licensed financial management institutions or plan managers with a proven track record in administrating 403(b) plans
  • Compliance with DOL, ERISA, and IRS regulations
  • Licensed and approved by the State of Texas if required by the state
  • Financially sound with at minimum 10 years experience in providing 403(b) plans

Documents to include with the bid

  • Technical Proposal (3 hard copies)
  • Fee/cost information in a separate sealed envelope marked COST PROPOSAL (3 hard copies)
  • 403(b) Fee Disclosure Form
  • Signed Certifications & Terms and Conditions Attachment
  • Certification Regarding Debarment, Suspension, Ineligibility and Voluntary Exclusion
  • Third party documentation for Small and/or Minority-Owned Business status (if applicable)
  • Most recent investment rating and performance data (if rated)
  • Resumes and qualifications of key team members
  • Standard Form-LLL Disclosure Form to Report Lobbying (if applicable)

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