City of Loveland Retirement Plan Services RFP 2026 - Bid 2026-041
City of LovelandCity · Loveland, CO- Due
- Jun 25, 2026
- Deadline passed
The 30-second brief
The City of Loveland is seeking sealed proposals under Bid # 2026-041 from qualified retirement plan providers. The scope of work involves providing trust custody, administration, recordkeeping, participant education and communication, and investment services. The procurement covers the City's Money Purchase Retirement Plan (401(a)), Deferred Compensation Plan (457(b)), and the Police Money Purchase Retirement Plan (401(a)). Services are to be provided in Larimer County, Colorado. Proposals must be submitted by the deadline of June 25, 2026, at 2:00 PM.
Trust custody, Administration, Recordkeeping, Participant education, Investment services
Get notified when Loveland posts the next one.
Get alerts freeFree account · 30-second setup · No credit card
Summary
The City of Loveland is seeking sealed proposals under Bid # 2026-041 from qualified retirement plan providers.
The scope of work involves providing trust custody, administration, recordkeeping, participant education and communication, and investment services. The procurement covers the City's Money Purchase Retirement Plan (401(a)), Deferred Compensation Plan (457(b)), and the Police Money Purchase Retirement Plan (401(a)). Services are to be provided in Larimer County, Colorado. Proposals must be submitted by the deadline of June 25, 2026, at 2:00 PM.
REQUIRED DELIVERABLES
5- Trust custody
- Administration
- Recordkeeping
- Participant education
- Investment services
- Scope location
- Loveland, CO
Questions about this RFP
How do I respond to this RFP from City of Loveland?
Review the full solicitation document for submission requirements, evaluation criteria, and deadlines. The submission deadline is June 25, 2026. The solicitation specifies required deliverables that must be addressed in your response.
Can small businesses or minority-owned firms bid on this RFP?
Most government agencies, including City of Loveland in CO, 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.
What are the key deliverables?
The solicitation specifies the following deliverables: Trust custody, Administration, Recordkeeping, Participant education, Investment services. Proposals should clearly address how each deliverable will be met.
Show 3 more questions
Where can I find more RFPs from City of Loveland?
All active and historical solicitations from City of Loveland are tracked and searchable. As a city agency, City of Loveland 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. Review the full document from City of Loveland for the complete list.
What is the scope of this project?
This solicitation defines a specific project scope. The scope covers the following locations: Loveland, CO. Review the full solicitation for detailed scope requirements.