Posted Date : November 15,2021
Product (RFP/RFQ/RFI/Solicitation/Tender/Bid Etc.) ID : SW-50496
Government Authority located in Tennessee, USA based organization looking for expert vendor for recordkeeping services.
[A] Budget: Looking for Proposal
[B] Scope of Service:
(1) Vendor needs to provide recordkeeping services.
- The contractor shall establish and maintain records for each Plan account in a secure software
- Call Center Services: Call center services are performed by staff of the department of treasury
- Marketing: Department of Treasury staff is responsible for developing and implementing marketing
strategies and campaigns to engage current and prospective clients and to increase plan participation and assets
- Mobile Application Access: To the extent not addressed herein, and considering any updates and upgrades to the app, plan participants shall maintain all levels of access and functionality offered by the app
- With respect to restricted accounts, the contractor shall, among other things, ensure the following: that the restricted accounts may be viewed online through the self-service portal; that contributions and earnings thereon are held in separate accounts, or subaccounts, where applicable; that the separated funds may only be withdrawn for qualified educational expenses; that, where applicable, certain withdrawals from and contributions to restricted accounts cannot be performed online; and that all funds are combined for reporting purposes
- Each record shall contain mutually agreed upon registration elements and profiles for each Plan
(2) A pre-response teleconference will be held on November 18, 2021.
(3) All question must be submitted no later than November 30, 2021.
[C] Eligibility:
- Onshore (USA ONLY);
[D] Work Performance:
Performance of the work will be Offsite.
Budget :
Deadline to Submit Proposals: January 13,2022
Cost to Download This RFP/RFQ/RFI/Solicitation/Tender/Bid Document : 5 US$
Product (RFP/RFQ/RFI/Solicitation/Tender/Bid Etc.) ID : SW-50496
Government Authority located in Tennessee, USA based organization looking for expert vendor for recordkeeping services.
[A] Budget: Looking for Proposal
[B] Scope of Service:
(1) Vendor needs to provide recordkeeping services.
- The contractor shall establish and maintain records for each Plan account in a secure software
- Call Center Services: Call center services are performed by staff of the department of treasury
- Marketing: Department of Treasury staff is responsible for developing and implementing marketing
strategies and campaigns to engage current and prospective clients and to increase plan participation and assets
- Mobile Application Access: To the extent not addressed herein, and considering any updates and upgrades to the app, plan participants shall maintain all levels of access and functionality offered by the app
- With respect to restricted accounts, the contractor shall, among other things, ensure the following: that the restricted accounts may be viewed online through the self-service portal; that contributions and earnings thereon are held in separate accounts, or subaccounts, where applicable; that the separated funds may only be withdrawn for qualified educational expenses; that, where applicable, certain withdrawals from and contributions to restricted accounts cannot be performed online; and that all funds are combined for reporting purposes
- Each record shall contain mutually agreed upon registration elements and profiles for each Plan
(2) A pre-response teleconference will be held on November 18, 2021.
(3) All question must be submitted no later than November 30, 2021.
[C] Eligibility:
- Onshore (USA ONLY);
[D] Work Performance:
Performance of the work will be Offsite.
Budget :
Deadline to Submit Proposals: January 13,2022
Cost to Download This RFP/RFQ/RFI/Solicitation/Tender/Bid Document : 5 US$