Plan Providers for 403(b) and 457(b) Plans

Suffolk Public Schools is seeking qualified firms to serve as plan providers for its 403(b) and 457(b) employee retirement plans. The selected vendor will be responsible for administering the plans, offering investment options, ensuring regulatory compliance, and providing participant education and support. This RFP aims to identify a partner that can deliver comprehensive retirement‑plan services to the district’s employees and retirees. • Administer and maintain 403(b) and 457(b) retirement plans for all eligible staff. • Provide a menu of investment choices, investment counseling, and performance reporting. • Ensure full compliance with IRS, DOL, and ERISA regulations and handle participant communications. • Offer participant education programs and ongoing customer service support. • Deliver transparent fee structures and annual reporting to the district.