Sarpy County 457(b) and 401(a) Retirement Recordkeeping

Sarpy County, Nebraska is seeking a qualified firm to provide comprehensive recordkeeping services for its 457(b) and 401(a) retirement plans. The County currently manages roughly 700 employees and $30 million in plan assets across multiple recordkeepers and wants to consolidate to a single vendor who will act as the recordkeeper, manage the transition, and serve as a resource for the County’s Human Resources Office. The contract is a three‑year base term with automatic one‑year renewals, and the selected vendor must demonstrate expertise in retirement plan administration, stakeholder communication, and AI‑enabled platform capabilities. • Scope includes full recordkeeping for both plans, migration of participants to a single platform, and ongoing support. • Vendor must provide a stakeholder communication strategy, respond to escalated issues, and deliver participant education. • Required deliverables: recordkeeping platform, transition plan, regular status updates, and optional AI‑driven reporting tools. • Evaluation criteria cover firm capability, staff qualifications, proposed approach, customer service, and cost. • Submission deadline is 15 Sept 2026; award anticipated 17 Nov 2026; contract start 15 Mar 2027.