University Procurement Office

Retirement Plan Consulting Services

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RFP# UP14-DF-0901 Retirement Plan Consulting Services

This RFP is being issued to request Proposals from qualified firms to provide retirement consulting services to assist the University of Massachusetts (the "University") in developing a detailed strategic plan for restructuring the supplemental Defined Contribution ("DC") retirement plans that the University currently sponsors and administers (the "University's Plans"). The end result of this engagement is to provide the University with a detailed roadmap that will outline the steps, estimated timelines, estimated costs, and the resources and expertise that will be needed for the University to complete a comprehensive review and restructuring of the University's Plans.

The response deadline is Octoboer 30, 2013, 2:00pm EST.

Please refer to the following documents for details:

RFP Document

Appendix A

Answers to Questions


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