Complexity Level IV Plan Services

The Pension Benefit Guaranty Corporation intends to sole‑source a contract for highly specialized actuarial support services for three active Complexity Level IV pension plans (each with >4,500 participants). The contractor must deliver actuarial expertise to produce Benefit Statements, Retirement Statements, Actuarial Case Reports, post‑valuation support, ensure IT program compliance, and manage the contractor program for these plans. The work builds on prior methodologies and software logic developed by the incumbent, making continuity essential. • Scope includes actuarial calculations, benefit‑statement generation, case‑report preparation, and ongoing technical support for three large pension plans. • Requires deep institutional knowledge of plan‑specific assumptions, legacy data, and software coding logic unique to these plans. • Deadline for capability statements is October 2, 2026, 5 PM EST; submissions are to be emailed to the listed contacts.