Requests for Proposals or Quotes

  • RFP No 20-101 ~ Third Party Administration Services for 403(b) and 457 Retirement Plans

     

    DEADLINE FOR SUBMISSION OF PROPOSALS:

    5:00 P.M. Local Time on August 30, 2019

     

    SUBMIT RESPONSES TO:

    Business Services

    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.