Retirement Services Administrator & Recordkeeper

Project Information

Bid Title
Retirement Services Administrator & Recordkeeper
Issuing Agency
City of Arlington
Location
Texas
Published Date
Oct 8, 2025
Closing Date
Nov 6, 2025
Government Level
State & Local
Status
Closed
Ref. #
RFP 25-0168
Original Source
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Project Description

Bid Information

Type Request for Proposal
Status Issued
Number RFP 25-0168 (Retirement Services Administrator & Recordkeeper)
Issue Date & Time 10/8/2025 04:30:00 PM (CT)
Close Date & Time 11/6/2025 02:00:00 PM (CT)
Question Cut Off Date 10/23/2025 05:00:00 PM (CT)
Notes
The intent of this solicitation is to establish a contract for providing retirement plan recordkeeping and administration services. The professional services solicited may include, but are not limited to, the following bundled administrative services: custodial trustee, administrative, recordkeeping, participant education, enrollment, and regulatory support for the plans.
The City of Arlington strongly encourages bidders to submit their response to this RFP electronically. If submitting a paper proposal, it must be submitted in a sealed envelope or package and labeled with the company name, solicitation number and title. Late proposals will not be accepted.
The City of Arlington exclusively uses IonWave for the notification and dissemination of all solicitations. The receipt of solicitations through any other means may result in your receipt of incomplete specifications and/or addendums which could ultimately render your bid/proposal non-compliant. The City of Arlington accepts no responsibility for the receipt and/or notification of solicitations through any other means.
Contact Information
Name Lisa Dahr, Purchasing Agent
Address 500 E. Border St.
7th Floor
Arlington, TX 76010
Phone (817) 459-6346
Fax
Email Lisa.Dahr@arlingtontx.gov
Bid Documents
Document name Format
Bid Invitation (please login to view this document) Acrobat / PDF BINVAVL 8806273
Bid Attachments
File Name Description File Size
25-0168 Scope of Work.pdf (please login to view this document) Scope of Work 417 KB 330000 6985652
25-0168 Evaluation Criteria.pdf (please login to view this document) Evaluation Criteria 496 KB 330000 6985653
25-0168 Procurement Schedule.pdf (please login to view this document) Procurement Schedule 376 KB 330000 6985654
Conflict of Interest Questionnaire.pdf (please login to view this document) Conflict of Interest Questionnaire 48 KB 330000 6478772
Commodity Codes
  • NAICS 541611Administrative Management and General Management Consulting Services
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