403(b) Retirement Plan Administration Services

Greenwood School District 50 is seeking qualified firms to provide comprehensive 403(b) retirement plan administration services. The contract will cover all aspects of plan management, ensuring compliance with applicable federal regulations and delivering high‑quality participant support. • Perform record‑keeping, contribution processing, and distribution services for the district’s 403(b) plan. • Ensure ongoing compliance with IRS and Department of Labor regulations, including filing required reports (Form 5500, etc.). • Provide participant communications, education, and customer service, including online portal access and statements. • Manage plan assets, vendor relationships, and vendor‑related fee oversight. • Offer advisory support for plan design, fiduciary responsibilities, and risk mitigation.