The original documents
Deadline: November 27, 2026
See the original on www.nyscr.ny.gov
Bidding it yourself? Get the full package and submit on nyscr.ny.gov before November 27, 2026.
What they need
- ProgramDefined contribution plans totaling approximately $32.9 billion and 140,000 participants, with four recordkeepers and 62 active investment options.
- Advisory servicesAssume investment fiduciary responsibilities; provide quarterly investment reviews, annuity analysis, vendor oversight, fee negotiations, and governance support.
- Administration and toolsSupport enrollment, contributions, data reconciliation, participant education, accessible web resources, and a custom interactive dashboard with campus reporting.
- Staffing and meetingsDedicated account manager and advisory team, approximately 286 meetings annually, ongoing onsite presence in Albany, and travel to campuses and vendor offices as needed.
- ExperienceFive comparable defined contribution clients within the past five years totaling at least $1 billion under advisement, including one higher education institution; experience with multiple vendors, multiple locations, and annuity contracts.
- PricingAll-inclusive flat fees for each of three years, plus pricing for optional years four and five, including all travel and expenses.
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XL Eagle