For many Plans, the recordkeeper RFP process can have the greatest impact on participant retirement outcomes. The Committee was very aware of the importance of the RFP process. An RFP Evaluation Subcommittee (“Subcommittee”) was formed, consisting of existing Committee members. This Subcommittee knew of the challenge to further improve the Plans, especially during a persistent pandemic. They were up to the task.

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  • August 1, 2022 Create Date
  • August 31, 2023 Last Updated
San Bernardino County - Defined Contribution Plans Recordkeeper Request for Proposal (RFP) Results