Michigan VSS #RFP-171-210000002048-1

Investment and Administrative Services for 401 and 457 plans

This award involves the Michigan Department of Technology, Management, and Budget (DTMB) Office of Retirement Services contracting with a vendor to provide fully-bundled investment and administrative services for 401(k) and 457 retirement plans. The procurement includes detailed proposal instructions, scope of work, pricing, contract terms, service level agreements, and data security requirements. The solicitation was posted in June 2021, with responses due in July 2021, and the award was finalized in December 2021. The contract encompasses services such as plan administration, investment management, fee reporting, and compliance support, with multiple attachments detailing plan sources, investment policies, market values, and security requirements.

Description

This award is for providing fully-bundled investment and administrative services for 401(k) and 457 retirement plans for the DTMB Office of Retirement Services in Michigan. The solicitation includes detailed documents such as proposal instructions, statement of work, pricing, contract terms, service level agreements, and data security requirements.

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