Project Information

Bid Title

RFP for Upper Darby Township Police Pension Plan TPA

Issuing Agency

Township of Upper Darby

Location

Pennsylvania

Published Date

May 7, 2026

Closing Date

May 29, 2026

Government Level

State & Local

Status

Closed

Ref. #

2026-05

Original Source

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Bid Documents

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Project Description

2026-05: RFP for Upper Darby Township Police Pension Plan TPA

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UPPER DARBY TOWNSHIP POLICE

PENSION PLAN

REQUEST FOR PROPOSALS FOR THIRD-PARTY ADMINISTRATOR

A. Introduction.

The Upper Darby Township Police Pension Plan (the “Plan”) is requesting proposals from third-

party administrators (“TPAs”) to perform the day-to-day operation of the Plan.

If your firm is interested, please submit electronic copies of your proposal for the Plan on or before

May 29, 2026 to:

Robert Kaplan, Esq.

McCarter & English, LLP

1600 Market Street, Suite 3900

Philadelphia, PA 19103

(215) 979-3844 (direct phone)

rkaplan@mccarter.com (e-mail)

B. Background.

The Plan is a tax-qualified, single employer, governmental defined benefit pension plan. Its Plan

year is the calendar year. A Board of Trustees consisting of two (2) trustees appointed by the Upper

Darby Township (the “Township”) and two (2) trustees appointed by the Delaware County FOP

Lodge No. 27 manages the Plan (the “Board”). The Plan is governed by federal tax law, but also

by the Pennsylvania Municipal Pension Plan Funding Standard and Recovery Act of 1984, as

amended (“Act 205”) and other Pennsylvania law. Act 205 sets forth minimum funding and

reporting standards for municipal pension plans in the Commonwealth of Pennsylvania. Unlike

private sector plans, the Plan is not subject to Employee Retirement Income Security Act of 1974,

as amended (“ERISA”).

The Plan has assets of approximately $136,000,000; annual contributions of approximately

$7,500,000 (representing bi-monthly employee after-tax contributions and annual Township

contributions). The majority of the work encompassed by this proposal has to date been done in

combination by in-house employees and by the Plan’s investment manager.

As of the last actuarial valuation (January 1, 2025), the Plan had approximately 122 active

participants and 154 retired participants and beneficiaries receiving benefits. The Plan offers

disability, normal, and early retirement pensions. The Plan offers disability and normal and early

retirement pensions. The normal form of benefit is a 50% joint and survivor annuity. Members

hired prior to January 1, 2001 may retire upon attaining a combination of age plus service at least

equal to 77. The benefit is computed at 62% of monthly average salary for the highest 24

consecutive months. Members hired on or after January 1, 2001 may return upon attaining age 50

with at least 25 years of service. The benefit is computed at 50% of the members average salary

during the final 36 consecutive months of service.

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C. Services Requested.

Your firm’s proposal should include the following services:

1. Coordinating with the Township and the Plan’s investment manager to ensure that

employee and Township contributions are collected and deposited to the Plan.

2. Reconcile on a monthly basis all income and expenditures of the Plan.

3. Assist in the preparation of all required government filings (e.g., Act 205 reports,

IRS filings, etc.).

4. Prepare and coordinate the distribution of requests for proposals for service

providers for the Plan; schedule meetings and notify the bidders, the Board, and

other parties of any meeting requested by the Board to review the proposals; and

coordinate any provider transitions.

5. Review and comment on Plan documents and proposed amendments, contracts and

other documents.

6. Prepare all forms reasonably necessary or appropriate for the proper administration

of the Plan with the assistance of counsel (if requested) so that the Plan is in

compliance with applicable law.

7. Schedule and arrange quarterly regular meetings and special meetings/conference

calls of the Board, and notify each Board member, counsel and such other persons

as may be appropriate of the time and place of the meeting; distribute, in advance

of such meeting, copies of a proposed agenda; attend all meetings of the Board and

prepare minutes of these meetings; and distribute copies of the draft minutes to

counsel and each member of the Board for review and comment not less than ten

(10) business days prior to the next scheduled meeting of the Board.

8. Assist newly eligible employees in understanding their benefits and the operation

of the Plan.

9. Receive and promptly respond to telephone calls and correspondence from

participants and other interested parties.

10. Assist the Plan auditors in any audit of the Plan; provide facilities for the auditors

to make the annual audit of Plan records; and provide information and other

necessary data to the auditors as needed or reasonably requested.

11. Provide information and other data to Plan service providers as needed or requested.

12. Prepare and distribute notices and reports to eligible employees as requested.

13. Receive and review problem claims when contacted by a participant and contact

counsel if appropriate; review claim appeals and prepare appropriate

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documentation and background materials so that the Board can timely address the

appeal; and immediately notify the Board and counsel if a lawsuit or non-routine

appeal is filed by a participant or beneficiary.

14. Receive and review applications for pensions, determine eligibility for payment,

and determine the amount of payment; write all letters and make such inquiries as

may be needed to establish eligibility; notify all interested parties of applications in

process; and prepare letters of authorization for payment of benefits after approval

by the Board, for execution by authorized members of the Board.

15. Process monthly retirement benefits; withhold, deposit and file any federal and state

taxes applicable to such benefits; and mail or transfer benefit payments and issue

year-end tax forms.

16. Maintain and update files based on information provided by the Plan for each active

and retired participant and his or her dependents which contains the names,

addresses, social security numbers, dates of birth and dates of employment for

participants; and the names, addresses and dates of birth of spouses.

17. Provide such other documents and perform such other functions as may from time

to time be necessary in order that the Plan and may properly be administered in

accordance with the Plan documents and applicable law during the term of the

administrative services agreement.

18. After reasonable notice to the Plan and/or Township, promptly advise the Board of

any problems incurred in obtaining accurate, timely data from the Plan and/or

Township (or their respective agents) to the extent that such data is necessary or

appropriate to properly administer the Plan.

19. Pay Plan bills.

20. Review and renew fidelity bond and fiduciary liability coverage for the Plan.

D. Questions to Answer.

Your proposal also should include answers to each of the following questions:

1. Who in your firm would make administrative decisions for the Plan?

What are their backgrounds and experience with tax-qualified governmental

defined benefit plans, and their history with your firm?

2. What are your firm’s processes and policies for third party administration?

Specifically, the Board would like to know your firm’s intra-office review and

decision-making process.

3. What fees would your firm charge to administer the Plan? Please describe in detail

all fees. By “all fees,” the Board means any compensation, in cash or in kind, which

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your firm would receive, including, but not limited to: (a) direct compensation paid

by the Plan; (b) indirect compensation paid by the Plan; and (c) any compensation

from third parties.

4. What is the corporate structure and ownership of your firm?

5. Which other, if any, governmental or ERISA pension plan clients is your firm

involved in the administration of? In your response, please provide the names of

contact people of such clients.

6. What are your firm’s fidelity bonding and fiduciary liability/errors and omissions

insurance? In your response, please include the name(s) of carriers, amount(s),

coverage(s), exclusion(s), etc., and please detail the specifics of any such claims for

coverage that the firm has made in the past seven (7) years.

7. What is the contract that you propose? Please attach a copy to your proposal. The

contract should not contain any limitations of liability for your firm’s own

negligence, fraud, criminal misconduct, breach of applicable law or breach of the

contract.

8. What disclosures does your firm need to make under Act 44? (Please contact

counsel if you have questions on this aspect of the application.)

Thank you for your prompt attention to this matter. If you have any questions, please feel free to

contact Mr. Kaplan at the addresses and numbers listed above. Last, the Board of Trustees will be

in touch with bidders after the bid deadline about next steps.

Very truly yours,

BOARD OF TRUSTEES

UPPER DARBY TOWNSHIP POLICE

PENSION PLAN

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Commodity Codes

• NAICS 541611Administrative Management and General Management Consulting Services

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