Financial Recordkeeper

City Of Tempe

Tempe is seeking a financial recordkeeper for retirement plan administration and related services.

Reference No.

RFP-2025-3128

Description

The City of Tempe (hereinafter “City” or “Plan Sponsor”) is soliciting proposals from qualified firms (hereinafter “Proposing Firm(s)” or “Firm(s)”) to provide retirement plan administration, recordkeeping, education, communications, investment-related, and other related services for the 401(k), 457(b) and PEHP Plans (hereinafter “Plan(s)”)

This Request for Proposal (RFP) is issued by Kansas City Board of Public Utilities ('Purchaser') for a Workforce Management Software solution. The scope includes absence management, scheduling, time & labor, and related automations to improve productivity, redual review, and support effective allocation of resources. Modules should support configurable rules, role-based permissions, and audit-ready reporting. This Request for Proposal (RFP) is issued by Kansas City Board of Public Utilities ('Purchaser') for a Workforce Management Software solution. The scope includes absence management, scheduling, time & labor, and related automations to improve productivity, reduce manual review, and support effective allocation of resources. Modules should support configurable rules, role-based permissions, and

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