457(B) DEFERRED COMPENSATION PLAN RECORD KEEPER

The State of Wyoming is seeking a record keeper for its 457(b) deferred compensation plan. The successful proposer will provide recordkeeping services, including participant account management, loan processing, and compliance services. The proposer must demonstrate experience in providing recordkeeping services for similar plans and have a stable organization with strong credit ratings and reasonable insurance coverage. The proposer will be expected to establish and maintain an experienced team of professionals to provide service to the account, with limited professional turnover rates. Key requirements include: • Experience in providing recordkeeping services for deferred compensation plans • Ability to provide participant account management, loan processing, and compliance services • Stable organization with strong credit ratings and reasonable insurance coverage • Experienced team of professionals to provide service to the account • Ability to provide cybersecurity and data protection services • Ability to provide trust and recordkeeping services • Ability to provide communication and education services • Ability to provide deemed IRA services • Ability to provide compliance services • Ability to provide investment management services • Ability to provide implementation services