Investment Products and Services, Record Keeping and Other Administrative Services for the Suffolk County Public Employees Deferred Compensation Plan

Project: Investment Products and Services, Record Keeping and Other Administrative Services for the Suffolk County Public Employees Deferred Compensation Plan Ref. #: 2024-02 Type: RFP Status: Open Open Date: Feb 13th 2024, 11:00 AM EST Questions Due Date: Feb 29th 2024, 4:00 PM EST Contact Information: Tom Malanga, thomas.malanga@suffolkcountyny.gov Close Date: Apr 1st 2024, 4:00 PM EDT Days Left: < 1 Project Description:The Suffolk County (NY) Public Employees Deferred Compensation Board is soliciting proposals from qualified providers for investment services, record keeping and other plan services. The Plan has approximately 11,000 participants with assets in excess of $2.3 billion. Proposed services and products must meet the requirements of Section 457 of the Internal Revenue Code and the New York State Model Plan, as amended April 25, 2012. Important Events:OngoingOpen DateOnline PortalPosting date for the

OpportunityFeb 13th 2024, 11:00 AM ESTN/AUpcomingClose DateOnline PortalDeadline for SubmissionsApr 1st 2024, 4:00 PM EDTN/APassedQuestions Due DateOnline PortalDeadline to submit QuestionsFeb 29th 2024, 4:00 PM ESTN/A Supporting Documentation:ATCH A Current Fund Lineup and Plan Asset Allocation as of 12 31 2023.pdfDocumentationATTACHMENT A - Current Fund Lineup and Plan Asset AllocationRead more...Feb 13th 2024, 12:33 PM EST - ATCH B Suffolk County Required Compliance Forms 2024.pdfDocumentationATTACHMENT B -- Suffolk County Required Compliance Forms Read more...Feb 13th 2024, 12:34 PM EST - RFP 2024-02.pdfDocumentationRFP fileFeb 13th 2024, 12:30 PM EST - RFP Addendum No 1 2024 03 14.pdfOtherDocument - Addendum No. 1 - Technical Questions and Answers for RFP 2024-02Read more...Mar 15th 2024, 2:52 PM EDT - Supporting Documentation: Search FileTypeDescriptionDate CreatedActionsATCH A Current Fund Lineup and Plan Asset Allocation as of 12 31 2023.pdfDocumentationATTACHMENT A - Current Fund Lineup and Plan Asset AllocationRead more...Feb 13th 2024, 12:33 PM EST - ATCH B Suffolk County Required Compliance Forms 2024.pdfDocumentationATTACHMENT B -- Suffolk County Required Compliance Forms Read more...Feb 13th 2024, 12:34 PM EST - RFP 2024-02.pdfDocumentationRFP fileFeb 13th 2024, 12:30 PM EST - RFP Addendum No 1 2024 03 14.pdfOtherDocument - Addendum No. 1 - Technical Questions and Answers for RFP 2024-02Read more...Mar 15th 2024, 2:52 PM EDT - Note To download files, Log in or Register for a Bonfire Account.