403b Retirement Plan Services

The Vendor is required to provide 403(b) retirement plan with the employer matching 50% of the employee's contribution (currently set at 6%).
The agency's current plan has $15.1 million in assets.
• Have reasonable low or no fees.
• Provide full disclosure of plan expenses charged to the agency and plan participants including type of expense and what the fee/charge is for.
• Mortality and expense (M&E)
• Death
• Transfer
• Wrap account
• Withdrawal/surrender
• Loan fees
• Sweeps
• "Reasonable" shall be determined and defined exclusively by the agency during the proposal review process.
Current and guaranteed minimum return per annum.