403(b)/457(b) Program for School Board Employees

Bid Details Planholder 403(b)/457(b) Program for School Board Employees Active Browse Awarded Bids Download Bid Package Bid Details Agency Name The School Board of Broward County, FL - Procurement & Warehousing Services Bid Writer Charles High Bid ID RFP-FY24-025-0-2024/CH Bid Type RFP - Request for Proposals Broadcast Date 02/15/2023 2:00 PM Eastern Fiscal Year 2024 Due Date 03/28/2023 2:00 PM Eastern Bid Status Text None Scope of Work The School Board of Broward County, Florida desires to receive Proposals for 403(b)/457(b) Program for School Board Employees as described herein. Currently SBBC has three (3) active vendors that offer products under the 403(b) program; an ...... Show More Documents Download all documents Filename Type Date Modified Status Attachment G - Investment Data Worksheet Attachment Feb 15, 2023 Complete Attachment F - SBBC Agreement & Amendment - Equitable Insurance Letter & Signed Agreement Attachment Feb 15, 2023 Complete Attachment F - SBBC Agreement &

Amendment - VOYA Letter & Signed Agreement Attachment Feb 15, 2023 Complete Attachment F - SBBC Agreement & Amendment - VOYA Retirement Letter & SIgned Agreement Attachment Feb 15, 2023 Complete Attachment F - SBBC Agreement & Amendment - VALIC Letter & SIgned Agreement Attachment Feb 15, 2023 Complete Attachment F - SBBC Agreement & Amendment - Valic Signed Contract Attachment Feb 15, 2023 Complete Attachment F - SBBC Agreement & Amendment - The Variable Annuity Letter & SIgned Agreement Attachment Feb 15, 2023 Complete Attachment F - SBBC Agreement & Amendment - Equitable Letter & SIgned Agreement Attachment Feb 15, 2023 Complete Attachment F - SBBC Agreement & Amendment - Equitable SIgned Agreement Attachment Feb 15, 2023 Complete Attachment E - Experience Data - SBBC Assets Inactive and Active Vendors Attachment Feb 15, 2023 Complete Attachment E - Experience Data 2022 - Investment Provider Remittances Attachment Feb 15, 2023 Complete Attachment E - Transactions By Origination and TYpe Attachment Feb 15, 2023 Complete Attachment E - Experience Data - 2022 Loan Transactions Attachment Feb 15, 2023 Complete FY24-025 - 403(b)/457(b) Program for School Board Employees Bid Document / Specifications Feb 15, 2023 Complete Distribution Info Bid Bond None Plan (blueprint) None eBidding No Distributed By DemandStar Distribution Method Download Distribution Options Bid has no blueprints associated with it Distribution Notes None Publications View Legal Ad Pre-Bid Conference No Pre-Bid Conference Available Commodity Codes [001-946-45] Employee Benefit Funds [001-946-56] Investment Management Services