Johnson County - Retirement Investment and Recordkeeping Services - RFP 2026-006 (2026)
Johnson CountyCounty · Olathe, KS- Due
- Mar 13, 2026
- Deadline passed
- Posted
- Feb 13, 2026
- Contract term
- 3 years
- Primary contact
- Kyra Smith
- (913) 715-0538
The 30-second brief
Johnson County, KS is seeking a full-service provider to deliver recordkeeping, administration, and investment services for its voluntary 457 plan and 401(a) plan, as well as separate 457 and 401(a) plans for the Johnson County Park and Recreation District. The scope covers total assets of approximately $403.5 million across four plans supporting over 3,600 eligible participants, featuring biweekly payroll contributions through Oracle, open architecture investment platforms, participant financial wellness integration, and dedicated communication support. The RFP process requires submission by March 13, 2026, with a pre-proposal question deadline of February 27, 2026, and an initial contract term of three years commencing January 1, 2027, with five additional one-year renewal options.
Recordkeeping services, Administration services, Investment services, Financial wellness tracking, Payroll feedback file, Participant communication campaigns
Project Approach 30%, Recordkeeping and Administration 25%, Participant Services 15%, Investments 10%, Cost 20%
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Summary
Johnson County, KS is seeking a full-service provider to deliver recordkeeping, administration, and investment services for its voluntary 457 plan and 401(a) plan, as well as separate 457 and 401(a) plans for the Johnson County Park and Recreation District.
The scope covers total assets of approximately $403.5 million across four plans supporting over 3,600 eligible participants, featuring biweekly payroll contributions through Oracle, open architecture investment platforms, participant financial wellness integration, and dedicated communication support. The RFP process requires submission by March 13, 2026, with a pre-proposal question deadline of February 27, 2026, and an initial contract term of three years commencing January 1, 2027, with five additional one-year renewal options.
EVALUATION CRITERIA
5- Project Approach 30%
- Recordkeeping and Administration 25%
- Participant Services 15%
- Investments 10%
- Cost 20%
REQUIRED DELIVERABLES
6- Recordkeeping services
- Administration services
- Investment services
- Financial wellness tracking
- Payroll feedback file
- Participant communication campaigns
REQUIRED ATTACHMENTS
RFP Response Submittal, Exhibit A - RFP Questions
- Submit to
- https://jocogov.ionwave.net
- Duration
- 96 months
- Scope location
- Olathe, KS
Questions about this RFP
How do I respond to this RFP from Johnson County?
Review the full solicitation document for submission requirements, evaluation criteria, and deadlines. The submission deadline is March 13, 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. Submissions should be delivered to: https://jocogov.ionwave.net. For questions, contact Kyra Smith.
Can small businesses or minority-owned firms bid on this RFP?
Most government agencies, including Johnson County in KS, 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 Kyra Smith at (913) 715-0538. Questions and answers are typically shared with all prospective bidders.
What are the key deliverables?
The solicitation specifies the following deliverables: Recordkeeping services, Administration services, Investment services, Financial wellness tracking, Payroll feedback file, Participant communication campaigns. Proposals should clearly address how each deliverable will be met.
Show 5 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: "Project Approach 30%, Recordkeeping and Administration 25%, Participant Services 15%, Investments 10%, Cost 20%" Vendors should carefully align their proposals with each criterion to maximize their score.
Where can I find more RFPs from Johnson County?
All active and historical solicitations from Johnson County are tracked and searchable. As a county agency, Johnson County regularly publishes solicitations. Visit the agency profile to see current open bids, past contracts, vendor relationships, and decision-maker contacts.
What is the contract term for this solicitation?
The anticipated contract term is 3 years. Contract terms may include renewal options.
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: RFP Response Submittal, Exhibit A - RFP Questions. Review the full document from Johnson County for the complete list.
What is the scope of this project?
This solicitation defines a specific project scope. The scope covers the following locations: Olathe, KS. Review the full solicitation for detailed scope requirements.