Waterbury Public Schools Procureware #8746

Defined Contribution Retirement Plan Administrative Services for City of Waterbury

This opportunity seeks a provider for administrative and recordkeeping services for the City of Waterbury's four Defined Contribution Retirement Savings Plans. - Government Buyer: - City of Waterbury, Department of Finance - OEMs and Vendors Mentioned: - Notable vendors include DevCare Solutions, Empower, MandateWire, MissionSquare, North America Procurement Council Inc., PWXPress, SevenOutsource, Starlight, and Voya Retirement Insurance and Annuity Company - Products/Services Requested: - Plan administrative services for four defined contribution plans (457(b), 403(b), two 401(a)) - Services include administrative support, recordkeeping, employee education, and advisory services for investment and retirement planning - Unique or Notable Requirements: - Focus is exclusively on plan administrative services (not investment management) - No specific product part numbers or purchase quantities provided - Open to qualified service providers specializing in retirement plan administration

Description

The City of Waterbury, Department of Finance, is seeking proposals from service providers to bid solely on Plan Administrative services. Services to include administrative, record keeping, employee education and employee investment & retirement planning advisory services for the City’s four (4) Defined Contribution Retirement Savings Plans – (457(b), 403(b), and two 401(a)). The solicitation aims to select a provider to manage these services effectively for the City's retirement plans. The response deadline is July 29, 2026, at 10:30 AM, and the contact person for inquiries is Kevin McCaffery.

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