Gilbert Public Schools Opengov #27-16-31

Deferred Compensation Plan Provider Services for Special Pay Buyback Plan – Gilbert Public Schools

Gilbert Public Schools in Gilbert, Arizona is seeking proposals for Deferred Compensation Plan Provider Services to support its Special Pay Buyback Plan. - Government Buyer: - Gilbert Public Schools (Maricopa County, AZ) - Scope of Services: - Provider will deliver employee education, financial guidance, and account setup for employees eligible for the Special Pay Buyback program - Individualized meetings with employees to explain options for directing buyback funds to a Health Retirement Arrangement (HRA) and/or 403(b) plan - Assistance with account establishment and explanation of financial considerations, benefits, and risks - Unique Requirements: - Provider will not handle plan administration, eligibility determination, or compensation approval - Services must be provided at zero direct employer cost - OEMs and Vendors: - No specific OEMs or vendors are named in the solicitation - Products/Services Requested: - Deferred Compensation Plan Provider Services (no part numbers or quantities specified) - Notable Details: - Emphasis on individualized employee support and financial guidance for retirement options

Description

Gilbert Public Schools is soliciting services for a Deferred Compensation Plan Provider. The procurement involves providing plan provider services for deferred compensation plans. The solicitation requires electronic submission via the procurement portal. A pre-bid meeting is scheduled to provide additional information to prospective bidders. No specific license or classification requirements are specified.

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