Spacer Clackamas Fire District #1  

Clackamas Fire

RFP - Retirement Plan Administration and Record Keeping Services

Pursuant to its Public Contracting Rule Exemption E-17, regarding Personal services, Clackamas Fire District #1 (hereinafter “District”) is soliciting proposals from qualified firms (hereinafter “Proposing Firm(s)” or “Firm(s)”) to provide retirement plan administration, record keeping, education, communications, and investment-related services for its current 401(a) defined contribution plan and 457 deferred compensation plan (hereinafter “Plan” or “Plans”).

Their intent is to engage a business partner that reflects fairness, consistency, and transparency which are values of the District and its participants. The primary goals for this Request for Proposal (hereinafter “RFP”) process include the following:

  • Analyzing the overall competitiveness of the Plans;
  • Providing for the integrated administration and reporting for the Plans;
  • Offering the most appropriate investment menu;
  • Improving participant education and communication services;
  • Enhancing education for both the Committee and Administrator;
  • Providing robust online transaction and information capabilities;
  • Providing support for as many administrative functions as deemed appropriate;
  • Evaluating alternative pricing structures;
  • Reducing participant and Plan expenses;
  • Providing for an orderly and timely transition of assets and services if necessary; and
  • Formalizing the working relationship between the record keeper(s), Committee and Administrator.

Click HERE to view the entire RFP file in Acrobat format.

Proposals and all amendments must be signed and submitted to the address below and received no later than April 24, 2015 by 4:00 p.m. Five (5) hard copies and one (1) electronic CD/flash drive versions (Questionnaire portion in Word and/or Excel format) of the proposal must be submitted in a sealed envelope, marked:

RFP Clackamas Fire District #1
Deferred Compensation Plan Provider Proposal
Attn: Susan Geiger, Finance Director
11300 Southeast Fuller Road
Milwaukie, Oregon 97222Posted 03/18/2015

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