Project Information

Bid Title

DEFINED CONTRIBUTION RETIREMENT PLAN THIRD-PARTY ADMINISTRATION SERVICES

Issuing Agency

DuPage County

Location

Illinois

Published Date

Jan 15, 2026

Closing Date

Feb 13, 2026

Government Level

State & Local

Status

Closed

Ref. #

26-019-HR

Original Source

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Bid Documents

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Project Description

BID NAME	BID NO.	OPENING DATE	STATUS
DEFINED CONTRIBUTION RETIREMENT PLAN THIRD-PARTY ADMINISTRATION SERVICES	26-019-HR	2/13/2026	ACTIVE

BUYER: Valerie Calvente (email for Bid Document)
EMAIL: valerie.calvente@dupagecounty.gov

NOTICE TO BIDDERS

NOTICE IS HEREBY GIVEN that Proposals will be received for the Contract DEFINED CONTRIBUTION RETIREMENT PLAN THIRD-PARTY ADMINISTRATION SERVICES 26-019-HR on or before February 13, 2026, at 2:30 p.m. Solicitation documents, including specifications, may be obtained by email at valerie.calvente@dupagecounty.gov or at DemandStar .
All Proposals must be received prior to the date and time shown below in the table below.

Electronic signatures are allowed, and Bids do not have to be notarized. The County accepts no responsibility for transmission failures or content omissions. Bids transmitted in person, by mail or by facsimile (“Fax”) will not be accepted.

STATEMENT OF WORK
The County of DuPage (hereinafter “County”) is soliciting proposals from qualified firms (hereinafter “Proposing Firm(s)” or “Firm”) to provide Third Party Administration (TPA) recordkeeping, education, communications and investment related services for its current 457 Defined Contribution Plan (hereinafter “Plan”).

Key Points for Consideration for this Request for Proposal (hereinafter “RFP”) are:

• An accountable, responsive, communicative single point of contact with the flexibility to deliver quick turnaround;
• An engaging participant website/app with tools to help participants make sound decisions regarding their financial future and retirement;
• Creative, innovative and cost-effective ways to communicate with participants;
• Reduce participant and plan expenses;
• Provide support for as many plan administrative functions as deemed appropriate by the County;
• Evaluate pricing structures;
• Provide for an orderly and timely transition of assets and services if necessary;
• Implement best practices for 457 Plan;
• Maintain and ensure Plan compliance; and
• Support the Deferred Compensation Committee and the County with their Fiduciary responsibility.

As the second largest county in Illinois, DuPage County provides services that help maintain our quality of life to over 930,000 residents making DuPage County a great place to live, work and raise a family.  The County is in the western suburbs of the Chicago metropolitan area. The County is consistently rates among the best local government agencies in the state for its commitment to open government, transparency, and financial discipline. DuPage County Chair and Board are committed to maintaining and building upon this tradition of excellence.

The County’s 457 plan is a long-term retirement savings vehicle which provides an optional supplemental source of retirement income for County employees. By participating in the plan, employees are allowed to defer a portion of their annual taxable income as established under rules set forth by the IRS. These funds are then used by participants as supplemental income upon retirement. Under the current plan, participants may select and invest in a broad range of funds.  There is a total of 2,850 eligible County employees, of which 726 are actively contributing. As of October 31, 2025, total Plan assets were $96.6 million.

BID EVENT ACTIVITY

DATE	BID EVENT ACTIVITY
January 15, 2026	Legal Notice Advertisement Placed
January 27, 2026 4:00 p.m.	Questions due to Buyer via email: valerie.calvente@dupagecounty.gov
February 2, 2026 4:00 p.m.	Final Q&A Addendum Published
February 13, 2026 2:30 p.m.	Submittals Due to valerie.calvente@dupagecounty.gov

REQUIRED FORMS TO BE SUBMITTED

Bidder shall complete and upload all forms listed below for consideration:

1. Original Signed Proposal (PDF)
2. Redacted copy of Proposal if proprietary information is included
3. Proposal Pricing Form (in a separate email attachment)
4. SECTION 7 - QUESTIONNAIRE
5. Proposal Form
6. Internal Revenue Service W-9 Form
7. Required Vendor Ethics Disclosure Statement Form

8. Limitations on the Authority of the County of DuPage to Contract

9. References Form

10. Awarded Contractor Disclosure Form
11. Joint Purchasing Agreement
12. Exhibit 1 – Diagram of Ownership
13. Exhibit 2 – Financial Statement
14. Exhibit 3 – Sample Investment Advice Report
15. Exhibit 4 – Quarterly Participant Account Statement
16. Exhibit 5 – 10-year History of Proposed Stable Value Fund
17. Exhibit 6 – Transition Plan Outline
18. Exhibit 7 – Transition Communication Plan

BID SUBMITTAL
Once Bidder completes all required forms, the Bidder must email their completed response to valerie.calvente@dupagecounty.gov .

Commodity Codes

• NAICS 524292Third Party Administration of Insurance and Pension Funds
• NAICS 541611Administrative Management and General Management Consulting Services

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