Maricopa County Smart Savings 457(b) and PEHP Recordkeeper RFP 0000403
Maricopa CountyCounty · Phoenix, AZ- Due
- Dec 2, 2025
- Deadline passed
The 30-second brief
Maricopa County, Arizona is soliciting proposals from qualified firms to provide general retirement plan third-party administration (TPA) and recordkeeping services. The selected firm will manage the Smart Savings 457(b) Deferred Compensation Plan and the Post Employment Health Plan (PEHP). Scope includes online participant enrollment and account maintenance, investment tracking, contribution management, tax compliance, employer access portals, participant education, and plan sponsor fiduciary services. Additional requirements for the PEHP plan include enrollment, investing, tax meeting requirements, and timely claim processing. Proposals are due by December 2, 2025, at 2:00 PM.
Online participant enrollment, Investment tracking, Contribution tracking, Tax compliance reporting, Participant education materials, Fiduciary services, Claim processing
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Summary
Maricopa County, Arizona is soliciting proposals from qualified firms to provide general retirement plan third-party administration (TPA) and recordkeeping services.
The selected firm will manage the Smart Savings 457(b) Deferred Compensation Plan and the Post Employment Health Plan (PEHP). Scope includes online participant enrollment and account maintenance, investment tracking, contribution management, tax compliance, employer access portals, participant education, and plan sponsor fiduciary services. Additional requirements for the PEHP plan include enrollment, investing, tax meeting requirements, and timely claim processing. Proposals are due by December 2, 2025, at 2:00 PM.
REQUIRED DELIVERABLES
7- Online participant enrollment
- Investment tracking
- Contribution tracking
- Tax compliance reporting
- Participant education materials
- Fiduciary services
- Claim processing
- Scope location
- Maricopa County, Arizona
Questions about this RFP
How do I respond to this RFP from Maricopa County?
Review the full solicitation document for submission requirements, evaluation criteria, and deadlines. The submission deadline is December 2, 2025. 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 Maricopa County in AZ, 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: Online participant enrollment, Investment tracking, Contribution tracking, Tax compliance reporting, Participant education materials, Fiduciary services, Claim processing. Proposals should clearly address how each deliverable will be met.
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Where can I find more RFPs from Maricopa County?
All active and historical solicitations from Maricopa County are tracked and searchable. As a county agency, Maricopa County 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 Maricopa 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: Maricopa County, Arizona. Review the full solicitation for detailed scope requirements.