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

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Commodity Codes

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

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