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A government agency in Texas issued “403b Retirement Plan Services” (RFP). Solicitation HRE-0686 closes on November 9, 2026. Eligibility: Only for USA Organization. Submissions via Online Portal.
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.
Ask any question about the RFP and its amendments. Instantly surface schedules, deliverables, compliance items, evaluation criteria, and budget details with 100% source-backed answers.
Quick answers about deadlines, eligibility and submission for this solicitation.
Proposals for HRE-0686 are due by November 9, 2026.
A government agency in Texas. The buyer's contact and submission details are in the solicitation documents.
Only for USA Organization.
Submissions are accepted via Online Portal. Follow the instructions in the solicitation documents.
Contract term: 1 year.
Questions and inquiries must be submitted by October 8, 2026.
Yes. After purchase, with a subscription or during a free trial, the RFPPlanet AI Assistant answers questions sourced from this RFP’s documents, such as requirements, evaluation criteria and key dates.
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