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West Central School Corporation 401a Retirement Plan Services RFP 2026

West Central School Corporation
Due
Apr 2, 2026
Deadline passed
Posted
Jan 19, 2026

The 30-second brief

What they're buying

West Central School Corporation is soliciting proposals for a new 401a retirement plan. The procurement seeks a single provider for record keeping, third-party administration (TPA), plan document services, and participant investment education. The plan will cover approximately 57 eligible certificated employees with an estimated total eligible salary pool of $2,863,913.82. Contributions are set at 0.5% of teacher salary for the period July 1, 2026, to June 30, 2027. Proposals must include a Technical Proposal detailing electronic and paper service delivery. Submission requires one emailed copy, three hard copies, and standalone electronic files on a USB thumb drive. The district anticipates accepting a winning proposal by April 2, 2026.

What you must deliver

Transmittal Letter, Technical Proposal, 3 hard copies, USB Thumb Drive, Plan document services

How it's scored

Record keeping system details, internet and reporting capabilities, TPA services

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Summary

West Central School Corporation is soliciting proposals for a new 401a retirement plan.

The procurement seeks a single provider for record keeping, third-party administration (TPA), plan document services, and participant investment education. The plan will cover approximately 57 eligible certificated employees with an estimated total eligible salary pool of $2,863,913.82. Contributions are set at 0.5% of teacher salary for the period July 1, 2026, to June 30, 2027. Proposals must include a Technical Proposal detailing electronic and paper service delivery. Submission requires one emailed copy, three hard copies, and standalone electronic files on a USB thumb drive. The district anticipates accepting a winning proposal by April 2, 2026.

EVALUATION CRITERIA

3
  • Record keeping system details
  • Internet and reporting capabilities
  • TPA services

REQUIRED DELIVERABLES

5
  • Transmittal Letter
  • Technical Proposal
  • 3 hard copies
  • USB Thumb Drive
  • Plan document services

REQUIRED ATTACHMENTS

Adoption Agreement

Questions about this RFP

How do I respond to this RFP from West Central School Corporation?

Review the full solicitation document for submission requirements, evaluation criteria, and deadlines. The submission deadline is April 2, 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.

Can small businesses or minority-owned firms bid on this RFP?

Most government agencies, including West Central School Corporation in IN, 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: Transmittal Letter, Technical Proposal, 3 hard copies, USB Thumb Drive, Plan document services. Proposals should clearly address how each deliverable will be met.

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What are the evaluation criteria for this solicitation?

This solicitation includes specific evaluation criteria that will be used to score proposals. The criteria include: "Record keeping system details, internet and reporting capabilities, TPA services" Vendors should carefully align their proposals with each criterion to maximize their score.

Where can I find more RFPs from West Central School Corporation?

All active and historical solicitations from West Central School Corporation are tracked and searchable. As a school agency, West Central School Corporation 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: Adoption Agreement. Review the full document from West Central School Corporation for the complete list.

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