Third Party Defined Contribution Plan Services

DATE: 6/22/2023 NON-CONSTRUCTION CONTRACT SOLICITATION NOTICE MTA- HQ IS NOW ADVERTISING FOR THE FOLLOWING: SSE #: 000015901 OPENING/DUE DATE: 09/05/2023 TYPE OF SOLICITATION: RFP DOCUMENT AVAILABILITY DATE: 7/06/2023 SOLICITATION TITLE: Third Party Defined Contribution Plan Services DESCRIPTION: “The Metropolitan Transportation Authority (MTA) on behalf of itself, its subsidiaries and affiliates are soliciting responses from qualified firms interested in providing Defined Contribution Plan Services, retirement plan administration, record keeping, education, communications, custody, trustee, investment-related and other services for the MTA’s 401(k) and 457 Plans including Roth options. Funding: 100% MTA Goals: N/A Est $ Range: $10M - $50M Contract Term: Five Years with Two-Year renewal options (X) PRE-BID CONFERENCE Location: 2 Broadway, New York, NY 10004- Prospective suppliers who wish to participate in the Pre-Proposal Conference are requested to notify Alexander Botkhin at abotkhin@mtabsc.org no later than Friday July 21, 2023 by 2 pm. DATE: 07/24/2023 TIME: 2:00PM ( ) SITE TOUR N/A DATE: TIME: PLACE: FOR MORE INFORMATION, PLEASE CONTACT: PROCUREMENT REPRESENTATIVE: Nicole LaMorte EMAIL: nlamorte@mtahq.org 3/23