City of Elk Grove RFP Retirement Plan Administration 2026
City of Elk GroveCity · Elk Grove, CA- Due
- Jun 5, 2026
- Deadline passed
- Posted
- May 6, 2026
- Primary contact
- Vincent Galindo
The 30-second brief
The City of Elk Grove is soliciting proposals for full-service retirement plan administration, record keeping, education, communications, and investment-related services for its 401(a) Defined Contribution Plan, 457(b) Deferred Compensation Plan, Retirement Health Savings Plan, and Employer Investment Program. The RFP outlines the scope of services, plan information, timeline, submission requirements, minimum qualifications, evaluation process, and fees.
Proposal, Questionnaire, Exhibit Folder
Firm Strength, Experience, and Qualifications; Record Keeping and Data Security; Participant Education Services; Plan Sponsor Services; Proprietary Investment Characteristics; Transition; Fees and Expenses
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Summary
The City of Elk Grove is soliciting proposals for full-service retirement plan administration, record keeping, education, communications, and investment-related services for its 401(a) Defined Contribution Plan, 457(b) Deferred Compensation Plan, Retirement Health Savings Plan, and Employer Investment Program.
The RFP outlines the scope of services, plan information, timeline, submission requirements, minimum qualifications, evaluation process, and fees.
EVALUATION CRITERIA
7- Firm Strength, Experience, and Qualifications
- Record Keeping and Data Security
- Participant Education Services
- Plan Sponsor Services
- Proprietary Investment Characteristics
- Transition
- Fees and Expenses
REQUIRED DELIVERABLES
3- Proposal
- Questionnaire
- Exhibit Folder
REQUIRED ATTACHMENTS
3- Attachment A: Breakdown of Current Plan Assets
- Attachment B: Sample Contract
- Attachment C: Sample Contract with Security Access Language
- Scope location
- Elk Grove, California
Questions about this RFP
How do I respond to this RFP from City of Elk Grove?
Review the full solicitation document for submission requirements, evaluation criteria, and deadlines. The submission deadline is June 5, 2026. The solicitation specifies required deliverables that must be addressed in your response. Be sure to include all required attachments as outlined in the solicitation. For questions, contact Vincent Galindo.
Can small businesses or minority-owned firms bid on this RFP?
Most government agencies, including City of Elk Grove in CA, encourage participation from small businesses, minority-owned, women-owned, and disadvantaged business enterprises (MBE/WBE/DBE). Check the full solicitation for any small business participation goals.
What happens after the RFP submission deadline?
After the deadline, the issuing agency reviews all submissions against the stated evaluation criteria. This typically includes a compliance check, technical evaluation, cost analysis, and may involve oral presentations with shortlisted vendors.
Can I ask questions about this solicitation before submitting?
Yes, most solicitations allow vendors to submit questions during a designated period. The primary contact is Vincent Galindo. Questions and answers are typically shared with all prospective bidders.
What are the key deliverables?
The solicitation specifies the following deliverables: Proposal, Questionnaire, Exhibit Folder. Proposals should clearly address how each deliverable will be met.
Show 4 more questions
What are the evaluation criteria for this solicitation?
This solicitation includes specific evaluation criteria that will be used to score proposals. The criteria include: "Firm Strength, Experience, and Qualifications; Record Keeping and Data Security; Participant Education Services; Plan Sponsor Services; Proprietary Investment Characteristics; Transition; Fees and Exp..." Vendors should carefully align their proposals with each criterion to maximize their score.
Where can I find more RFPs from City of Elk Grove?
All active and historical solicitations from City of Elk Grove are tracked and searchable. As a city agency, City of Elk Grove regularly publishes solicitations. Visit the agency profile to see current open bids, past contracts, vendor relationships, and decision-maker contacts.
What documents are required to bid on this RFP?
Requirements vary by solicitation, but common documents include a technical proposal, cost/price proposal, proof of insurance, relevant certifications, past performance references, and any forms specified in the solicitation. This solicitation specifically requires the following attachments: Attachment A: Breakdown of Current Plan Assets, Attachment B: Sample Contract, Attachment C: Sample Contract with Security Access Language. Review the full document from City of Elk Grove for the complete list.
What is the scope of this project?
This solicitation defines a specific project scope. The scope covers the following locations: Elk Grove, California. Review the full solicitation for detailed scope requirements.