Project Information

Bid Title

Retirement Investment and Recordkeeping Services

Issuing Agency

Johnson County

Location

Kansas

Published Date

Feb 14, 2026

Closing Date

Mar 13, 2026

Government Level

State & Local

Status

Closed

Ref. #

2026-006

Original Source

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Bid Inquiries

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Bid Documents

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Project Description

Bid Information

Type	Request for Proposal
Status	Issued
Number	2026-006 (Retirement Investment and Recordkeeping Services)
Issue Date & Time	2/13/2026 04:49:07 PM (CT)
Close Date & Time	3/13/2026 02:00:00 PM (CT)
Question Cut Off Date	2/27/2026 05:00:00 PM (CT)
Notes	Johnson County, KS sponsors a 457 plan and a 401(a) plan as well as a 457 and 401(a) plan for the Parks and Recreation District. The plans are completely voluntary and are offered as a supplement to the defined benefit KPERS program. The 457 plans contain the participant deferral contributions while the 401(a)’s hold the County matching contribution. Additional plan details are available below under Plan Information. Johnson County, KS wants to provide the best possible retirement program to their employees. The RFP process is underway as part of a periodic review to ensure the best services and investments are available to retirement plan participants. Johnson County, KS is seeking a full-service provider who will provide recordkeeping, administration and investment services.

Contact Information

Name	Kyra Smith
Address	111 S. Cherry, #2400 Olathe, KS 66061 USA
Phone	(913) 715-0538
Fax
Email	kyra.smith@jocogov.org

Bid Documents

Document name	Format
Bid Invitation	Acrobat / PDF	BINVAVL	9112182

Bid Attachments

File Name	Description	File Size
2026-006 Retirement Investment and Recordkeeping Services RFP Final.pdf	2026-006 Retirement Investment and Recordkeeping Services RFP	697 KB	339306	7206111
Exhibit A - RFP Questions.xlsx	Exhibit A - RFP Questions.xlsx	69 KB	339306	7206105
Exhibit B - Informational Documents Listing.pdf	Exhibit B - Informational Documents Listing	85 KB	339306	7206106
1. 401(A) Executive Retirement Plan.pdf	Part of Exhibit B - Informational Documents Listing 1. 401(A) Executive Retirement Plan.pdf	1.31 MB	339306	7205933
2. 401(A) Supplemental Retirement Plan.pdf	Part of Exhibit B - Informational Documents Listing 2. 401(A) Supplemental Retirement Plan.pdf	14 MB	339306	7205934
3. 457 Deferred Compensation Plan.pdf	Part of Exhibit B - Informational Documents Listing 3. 457 Deferred Compensation Plan.pdf	16 MB	339306	7205935
4. Amendment One to JOCO 457 Deferred Comp Plan.pdf	Part of Exhibit B - Informational Documents Listing 4. Amendment One to JOCO 457 Deferred Comp Plan.pdf	132 KB	339306	7205936
5. Amendment One to JOCO Executive Plan.pdf	Part of Exhibit B - Informational Documents Listing 5. Amendment One to JOCO Executive Plan.pdf	81 KB	339306	7205937
6. Amendment One to JOCO Supplemental Plan.pdf	Part of Exhibit B - Informational Documents Listing 6. Amendment One to JOCO Supplemental Plan.pdf	194 KB	339306	7205938

Attachment Preview

2026-006

Retirement Investment and Recordkeeping Services

Issue Date: 2/13/2026

Questions Deadline: 2/27/2026 05:00 PM (CT)

Response Deadline: 3/13/2026 02:00 PM (CT)

Purchasing

Contact Information

Contact: Kyra Smith

Address: FMA-Purchasing

111 S. Cherry, #2400

Olathe, KS 66061

Phone: (913) 715-0538

Email: kyra.smith@jocogov.org

Page 1 of 7 pages

Deadline: 3/13/2026 02:00 PM (CT)

2026-006

Event Information

Number:

2026-006

Title:

Retirement Investment and Recordkeeping Services

Type:

Request for Proposal

Issue Date:

2/13/2026

Question Deadline: 2/27/2026 05:00 PM (CT)

Response Deadline: 3/13/2026 02:00 PM (CT)

Notes:

Johnson County, KS sponsors a 457 plan and a 401(a) plan as well as a 457 and

401(a) plan for the Parks and Recreation District.

The plans are completely voluntary and are offered as a supplement to the defined

benefit KPERS program. The 457 plans contain the participant deferral contributions

while the 401(a)’s hold the County matching contribution. Additional plan details are

available below under Plan Information.

Johnson County, KS wants to provide the best possible retirement program to their

employees. The RFP process is underway as part of a periodic review to ensure the

best services and investments are available to retirement plan participants. Johnson

County, KS is seeking a full-service provider who will provide recordkeeping,

administration and investment services.

Bid Activities

RFP Clarification Deadline

RFP Clarification Deadline

RFP Proposal Opening - Zoom

Zoom Meeting:

2/27/2026 5:00:00 PM (CT)

3/13/2026 2:00:00 PM (CT)

Join Zoom Meeting

https://us02web.zoom.us/j/86866029985?pwd=cwpHhQgkT486qcdepDbMXttOgnwVZP.1

Meeting ID: 868 6602 9985

Passcode: 459667

Bid Attachments

2026-006 Retirement Investment and Recordkeeping Services RFP Final.pdf

2026-006 Retirement Investment and Recordkeeping Services RFP

Exhibit A - RFP Questions.xlsx

Exhibit A - RFP Questions.xlsx

Exhibit B - Informational Documents Listing.pdf

Exhibit B - Informational Documents Listing

Page 2 of 7 pages

Deadline: 3/13/2026 02:00 PM (CT)

Download

Download

Download

2026-006

1. 401(A) Executive Retirement Plan.pdf

Part of Exhibit B - Informational Documents Listing

1. 401(A) Executive Retirement Plan.pdf

2. 401(A) Supplemental Retirement Plan.pdf

Part of Exhibit B - Informational Documents Listing

2. 401(A) Supplemental Retirement Plan.pdf

3. 457 Deferred Compensation Plan.pdf

Part of Exhibit B - Informational Documents Listing

3. 457 Deferred Compensation Plan.pdf

4. Amendment One to JOCO 457 Deferred Comp Plan.pdf

Part of Exhibit B - Informational Documents Listing

4. Amendment One to JOCO 457 Deferred Comp Plan.pdf

5. Amendment One to JOCO Executive Plan.pdf

Part of Exhibit B - Informational Documents Listing

5. Amendment One to JOCO Executive Plan.pdf

6. Amendment One to JOCO Supplemental Plan.pdf

Part of Exhibit B - Informational Documents Listing

6. Amendment One to JOCO Supplemental Plan.pdf

Download

Download

Download

Download

Download

Download

Requested Attachments

RFP Response Submittal

(Attachment required)

See item 12 in the Request for Proposal for instructions on information to include in your submittal. Please upload a

single file PDF with all requested information (100MB limit). If additional files need to be uploaded, you can do this in

the "other response attachment" area.

Exhibit A - RFP Questions

(Attachment required)

Exhibit A - RFP Questions, please ensure that you respond to all nine (9) tabs within the excel document. Do not

attach this as part of your response submittal document.

Cost information shall not appear anywhere within the proposal documents other than in the Exhibit A – RFP

Questions, Plan Fee tab. If your firm wishes to propose additional cost options or items, it is recommended to submit

those options separately from Exhibit A – RFP Questions; however, they will not be considered when awarding cost

points

Bid Attributes

1 Proposal Terms & Conditions

Respondent has read and fully accepts all terms & conditions as presented. If you object, please upload any

exceptions you take under the response attachment tab, under "other".

Acknowledged

(Required: Check if applicable)

Page 3 of 7 pages

Deadline: 3/13/2026 02:00 PM (CT)

2026-006

2 Binding Agent

Please indicate the agent who has authority to bind your company to a contract. Binding Agent's name, title, and

email address are requested.

(Required: Maximum 4000 characters allowed)

3 Cooperative Procurement With Other Jurisdictions

If Johnson County, Kansas awarded you the proposed contract, would you sell under the prices and terms of the

contract to any Municipal, County Public Utility, Hospital, Educational Institution or any other non-profit organization?

All deliveries shall be FOB Destination and there shall be no obligations on the part of any member of said Council

to utilize this contract). This section will not affect award.

Yes No

(Required: Check only one)

4 Insurance

If awarded a contract, the successful firm is required to provide a certificate of insurance with stated amounts in the

solicitation and contract agreement. Please acknowledge you understand and will meet this requirement.

Acknowledged

(Required: Check if applicable)

5 Debarment Notice

Please certify your company has not been debarred, suspended or otherwise ineligible for participation in Federal

Assistance programs under Executive Order 12549, "Debarment and Suspension", as described in the Federal

Register and Rules and Regulations. Johnson County verifies this information through the use of the GSA System

for Award Management prior to award of contract.

Acknowledged

(Required: Check if applicable)

6 Litigation

Has your company been a party to any pending or concluded litigation that could effect the outcome of a contract

with Johnson County?

yes No

(Required: Check only one)

7 Bankruptcy

Has your company ever declared bankruptcy?

Yes No

(Required: Check only one)

Page 4 of 7 pages

Deadline: 3/13/2026 02:00 PM (CT)

2026-006

8 Purchasing Card

Will you accept a County issued procurement credit card (VISA)? If so, please provide the associated fees and

conditions if any.

(Required: Maximum 4000 characters allowed)

9 Online Transactions

Does your firm or agency allow for online purchasing at the prices stated in your bid?

Yes No

(Optional: Check only one)

1 Invoice Discount Terms

0 Is a discount offered for prompt payment of invoices? If a discount is offered, please provide detailed information on

terms, discount and days.

(Optional: Maximum 4000 characters allowed)

1 CORE4 Tax Clearance

1 I acknowledge the Core 4 Tax Clearance form RD-C3 and multi-jurisdictional forms will be completed and approved

prior to award if contract is to exceed $150,000.

Acknowledge

(Required: Check if applicable)

1 Preference

2 Effective January 1, 2026, when all factors are equal, a preference policy will be applied in the following order:

1. Local Preference: Business or physical office must be located in Johnson County.

2. Apprenticeship program registered with U.S. Department of Labor.

3. Individuals with disabilities and disabled veterans that align with K.S.A. 75-3740.

Please indicate if your firm qualifies for any of the preferences. If so, back-up documentation is required to be

provided as an attachment to the submission.

Local Preference - Location in Johnson County

Apprenticeship Program - Registered with U.S. DOL

Individuals with disabilities per K.S.A. 75-3740

Disabled Veteran - Per K.S.A 75-3740

(Optional: Check all that apply)

Page 5 of 7 pages

Deadline: 3/13/2026 02:00 PM (CT)

2026-006

Commodity Codes

• NAICS 523920Portfolio Management
• NAICS 523930Investment Advice
• NAICS 541611Administrative Management and General Management Consulting Services

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