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 has ~700 employees and $30 million in plan assets spread across multiple recordkeepers. The selected vendor will consolidate the plans onto a single platform, manage ongoing recordkeeping, 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 award is anticipated in November 2026. • Recordkeeping for both 401(a) and 457(b) plans • Migration of all participants to a single recordkeeping platform • Ongoing support, stakeholder communication, and participant education • Required submission of a Statement of Qualifications (SOQ) by 15 Sep 2026 • Potential interviews on 29 Oct 2026; award expected 17 Nov 2026 • Base contract term: 3 years, renewable annually thereafter