RFP: Search for DC Program Recordkeeper

Post

The Employees’ Retirement System of Georgia (ERSGA) has issued a Request for Proposal (RFP) for a recordkeeper for the State of Georgia’s 401(k) and 457 plans. Interested parties should review the attached RFP and supporting documentation, and may submit questions until September 20, 2019

Proposals are due October 11, 2019 by email with accompanying hard copy postmarked by October 11, 2019.

RFP

Appendices

PSR Program Summary
Change Auto Enrollment Opt-out Flow
Employer Contributions
Flow Charts
2018 On Track Statement
2018 Pension-Only Statement
PSR Payroll Matrix
2018 Save More Statement
PSR Stats September 2019
PeopleSoft Interface Requirements

General Documents

401(k) Plan Document
457 Plan Document
First Amendment to the 401(k)
Third Amendment to the 401(k)
Fourth Amendment to the 401(k)
Fifth Amendment to the 401(k)
Sixth Amendment to the 401(k)
Seventh Amendment to the 401(k)
First Amendment to the 457
Third Amendment to the 457
Fifth Amendment to the 457
Sixth Amendment to the 457
Seventh Amendment to the 457
Eighth Amendment to the 457
GDCP Brochure
401(k)/457 Handbook
GSEPS Handbook