ORP and 403b Investment Review

Status: Addendum Posted Contact Name: Jamie Cogdell Contact Number: 940-898-3671 Contact Email: jcogdell@twu.edu Response Due Time: 2:00 PM Agency/Texas SmartBuy Member Number: 731 Days Solicited: 21+ Days for Solicitation Notice Solicitation Posting Date: 6/16/2023 Response Due Date: 7/25/2023 Last Modified: 6/30/2023 3:49 pm Solicitation Description: TWU is seeking Proposals from one or more responsive and responsible Proposer(s) for licensed vendors to perform ORP & 403b Investment Review services, review of vendor fees, performance of investments, a plan document review, and general provisions of plan operation as well as assist in reviewing recordkeeping and deficiencies and recommendation of investments. Vendor must also be well versed in IRS Secure Act 2.0. TWU is seeking Proposals from one or more responsive and responsible Proposer(s) for licensed vendors to perform ORP & 403b Investment Review services, review of vendor fees, performance of investments, a plan document review, and general provisions of plan operation as well as assist in reviewing recordkeeping and deficiencies and recommendation of investments. Vendor must also be well versed in IRS Secure Act 2.0. URL: Addendum: Addendum 1 - Questions/ Answers 6/30/2023 Class/Item Code(s): 94648-Financial