457 Fund Administration and Record Keeping Services

Project Information

Bid Title: 457 Fund Administration and Record Keeping Services
Issuing Agency: City of Plano
Location: Texas
Published Date: Feb 15, 2026
Closing Date: Mar 23, 2026
Government Level: State & Local
Status: Closed
Ref. #: 2026-0155-AC
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Project Description: Bid Information

Type Request for Proposal

Status Issued

Number 2026-0155-AC (457 Fund Administration and Record Keeping Services)

Issue Date & Time 2/12/2026 03:30:01 PM (CT)

Close Date & Time 3/23/2026 02:00:00 PM (CT)

Question Cut Off Date 2/25/2026 02:00:00 PM (CT)

Notes
The City of Plano is soliciting proposals from qualified firms to provide sole provider administration, recordkeeping, education, and investment management services for the City’s Section 457(b) Deferred Compensation Plan.

Questions must be submitted electronically through IonWave at planotx.ionwave.net. No questions will be answered over the phone or through email.

The preferred method for proposal submission is electronically through IonWave. If you choose to submit your bid/proposal in person, Procurement personnel will be available Mondays and Wednesdays between the hours of 10 a.m. and 2 p.m. The person delivering the bid/proposal must call (972) 941-7557 upon arrival during those hours and wait in the lobby for someone to meet them to receive their bid/proposal. Responses delivered in person are to be delivered in a sealed envelope to the Procurement Division at:

City of Plano Procurement Division

1520 K Avenue

Plano, TX 75074

Ph: (972) 941-7557

All responses are due prior to the published closing date and time. No late responses will be accepted.

Bids/Proposals will be opened, and the names of offerors read, on Tuesday, March 24, 2026, at 2:00 PM CT. The reading will take place at City Hall . Tabulations for these solicitations should be available on Ionwave within 48 hours of the opening. In some cases, they may be available earlier. We ask that you limit exposure by viewing tabulations electronically through IonWave, rather than attending at City Hall.

Time Critical Bid/Proposal Deliveries: The City of Plano cannot guarantee, due to internal procedures, that any bids/proposals sent via US mail will be picked up and delivered by the closing date and time. It is recommended that critical bid/proposal deliveries be made either electronically through IonWave or in person as described above. It is further recommended that users review all electronic response attachments to ensure the uploaded files are able to be downloaded and viewed. Instructions for this, if needed, can be found in the Supplier Bid Response Quick Tutorial online in Ionwave or by calling Ionwave Support at 844-226-3862. Responses or parts of a response whether hardcopy or electronic that cannot be viewed may deem your submittal as non-responsive. In addition, the City reserves the right to request clarification in such cases.

Contact Information

Name Vernie Rambo

Address 1520 K Avenue
Plano, TX 75074 USA

Phone

Fax

Email vernier@plano.gov

Bid Documents

Document name Format

Bid Invitation (please login to view this document) Acrobat / PDF BINVAVL 9038356

Bid Attachments

File Name Description File Size

14 items in 1 pages

General Terms and Conditions 12.22.25.pdf (please login to view this document) General Terms and Conditions 12.22.25 234 KB 337020 7107668

2026-0155-AC RFP 457 Deferred Compensation Plan SOO.pdf (please login to view this document) 2026-0155-AC Statement of Objectives 257 KB 337020 7201765

Attachment 1 - MINIMUM REQUIREMENTS.docx (please login to view this document) Minimum Requirements Form 33 KB 337020 7201749

Attachment 2 - QUESTIONNAIRE.docx (please login to view this document) Questionnaire 38 KB 337020 7201759

Exhibit A-457 Plan Document 2021.pdf (please login to view this document) Exhibit A457 Plan Document 737 KB 337020 7193982

Exhibit B-457 Plan Document Supplement for Part-Time, Temp and Seasonal.pdf (please login to view this document) Exhibit B - Plan Document Supplement 77 KB 337020 7193992

Exhibit C- Investment Policy Statement.pdf (please login to view this document) Exhibit C - Investment Policy Statement 289 KB 337020 7193997

Exhibit D-MSQ Retirement Q4 2025 Plan Review - City of Plano.pdf (please login to view this document) Exhibit D - Q4 2025 Plan Review 635 KB 337020 7194000

Exhibit E-Investment Performance Review.pdf (please login to view this document) Exhibit E - Investment Performance Review 1.43 MB 337020 7194007

Exhibit F-Adoption Agreement 2024-01-01 ID 100404.pdf (please login to view this document) Exhibit F - Adoption Agreement 776 KB 337020 7194009

Vendor Supplemental Information (Updated 9.13.24).pdf (please login to view this document) Vendor Supplemental Information 196 KB 337020 6228455

Work History Form - Fillable.pdf (please login to view this document) Work History Form 265 KB 337020 6513383

Custody_Related Services Insurance Requirements.pdf (please login to view this document) Insurance Requirements 690 KB 337020 7170192

CIQ - Conflict of Interest Questionaire.pdf (please login to view this document) Conflict of Interest Questionnaire 101 KB 337020 2695001
Commodity Codes: NAICS 541611Administrative Management and General Management Consulting Services
NAICS 561110Office Administrative Services

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Type	Request for Proposal
Status	Issued
Number	2026-0155-AC (457 Fund Administration and Record Keeping Services)
Issue Date & Time	2/12/2026 03:30:01 PM (CT)
Close Date & Time	3/23/2026 02:00:00 PM (CT)
Question Cut Off Date	2/25/2026 02:00:00 PM (CT)
Notes	The City of Plano is soliciting proposals from qualified firms to provide sole provider administration, recordkeeping, education, and investment management services for the City’s Section 457(b) Deferred Compensation Plan. Questions must be submitted electronically through IonWave at planotx.ionwave.net. No questions will be answered over the phone or through email. The preferred method for proposal submission is electronically through IonWave. If you choose to submit your bid/proposal in person, Procurement personnel will be available Mondays and Wednesdays between the hours of 10 a.m. and 2 p.m. The person delivering the bid/proposal must call (972) 941-7557 upon arrival during those hours and wait in the lobby for someone to meet them to receive their bid/proposal. Responses delivered in person are to be delivered in a sealed envelope to the Procurement Division at: City of Plano Procurement Division 1520 K Avenue Plano, TX 75074 Ph: (972) 941-7557 All responses are due prior to the published closing date and time. No late responses will be accepted. Bids/Proposals will be opened, and the names of offerors read, on Tuesday, March 24, 2026, at 2:00 PM CT. The reading will take place at City Hall . Tabulations for these solicitations should be available on Ionwave within 48 hours of the opening. In some cases, they may be available earlier. We ask that you limit exposure by viewing tabulations electronically through IonWave, rather than attending at City Hall. Time Critical Bid/Proposal Deliveries: The City of Plano cannot guarantee, due to internal procedures, that any bids/proposals sent via US mail will be picked up and delivered by the closing date and time. It is recommended that critical bid/proposal deliveries be made either electronically through IonWave or in person as described above. It is further recommended that users review all electronic response attachments to ensure the uploaded files are able to be downloaded and viewed. Instructions for this, if needed, can be found in the Supplier Bid Response Quick Tutorial online in Ionwave or by calling Ionwave Support at 844-226-3862. Responses or parts of a response whether hardcopy or electronic that cannot be viewed may deem your submittal as non-responsive. In addition, the City reserves the right to request clarification in such cases.

Name	Vernie Rambo
Address	1520 K Avenue Plano, TX 75074 USA
Phone
Fax
Email	vernier@plano.gov

457 Fund Administration and Record Keeping Services

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