Requests for Proposals or Quotes
DEADLINE FOR SUBMISSION OF PROPOSALS:
5:00 P.M. Local Time on August 30, 2019
SUBMIT RESPONSES TO:
Attention: Kate Lane
Marin County Office of Education
1111 Las Gallinas Avenue
San Rafael, CA 94903
QUESTIONS/ RESPONSES- AUGUST 19, 2019
Question: Please provide a definition of what is meant by "grandfathered accounts". Will this apply to just 403(b) accounts, 457 accounts or both?
Response: The definition of "grandfathered accounts" for purposes of this RFP means accounts that are for products that have since been discontinued. This applies to both 403(b) and 467(b) accounts.
We have not yet obtained a census from our current Third Party Administrator to determine whether there are any accounts that would be deemed "grandfathered" within the CONSORTIUM.