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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:
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:
|Clackamas Fire District #1 Administration | 11300 SE Fuller Road, Milwaukie, OR 97222 | 503.742.2600|