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Cowlitz Indian Tribe
· Tribal government
· Washington
Retirement Plan Administration and Conversion to Governmental Plan
PROPOSALS DUE
October 15, 2026, 3:00 pm PDT
Closed
WHAT THEY WANT
(Summarized from the RFP)
The Cowlitz Indian Tribe, based in Longview, Washington, seeks a qualified retirement plan firm to advise on converting its current 401(k) plan for governmental employees into a governmental plan and then to administer and support the converted plan. All work must meet federal, local and Cowlitz Indian Tribe standards, specifications and codes, as well as the Tribe's Procurement Code.
DOCUMENT SET
2 documents
· 620KB
CHANGES SINCE PUBLISHED
1 change
WHAT OTHERS ASKED
9 questions answered
▶
Does CIT expect the selected advisor/consultant to assist with evaluating and selecting a recordkeeper as part of the conversion, or is the selected firm expected to directly provide recordkeeping and plan administration services?
Scope/requirements
▶
The RFP states that CIT is seeking assistance with converting its current 401(k) plan for governmental employees to a governmental plan. Is CIT’s intent to maintain the existing 401(k) structure and have the plan qualify as a governmental plan under IRC 414(d), or is CIT considering establishing a different plan type? If a different plan type is contemplated, please identify the intended plan structure.
Scope/requirements
▶
Is CIT seeking one firm to provide both plan administration/recordkeeping and investment advisory services, or may firms submit proposals specifically for investment advisory and fiduciary consulting services?
Scope/requirements · Eligibility
▶
Can CIT provide the current plan fees, including recordkeeping/administrative fees, advisory fees, participant-level fees, and any asset-based or revenue-sharing compensation?
Pricing
▶
Does CIT currently maintain an Investment Policy Statement (IPS)? If so, can a copy be provided to respondents?
Administrative
▶
Can CIT provide the current investment lineup, including fund names/tickers, expense ratios, and assets by investment option?
Scope/requirements
All 9 answers open with a free account.
ABOUT THIS RFP
RFP number
Not Assigned
Budget
Not Assigned
Published
Entity type
Tribal government
State
Washington
Summarized from the Cowlitz Indian Tribe portal.
HOW TO SUBMIT
Mail or email the proposal to Steve Stark, CFO, Cowlitz Indian Tribe, 1011 Fir Street, Longview, WA 98632, sstark@cowlitz.org, marked 'RFP Response - Retirement Plan Administration and Conversion to Governmental Plan'. Return the signed cover sheet, answer every question in the Attachment A information request (preferably in question-and-answer form), and include at least three references and the non-collusion affidavit. Late proposals are not accepted. Addenda are posted at https://www.cowlitz.org/newsroom/announcements.
NAICS CODES & TAGS
541611
541612
Investment Management and Portfolio Advisory
Financial and Tax Advisory Services
ACROSS 539 RFPS
MORE THAN
RFPs changed their terms while active.
25 days is the median window from publication to due date; day 16 is the median first change for the 113 that changed. 539 RFPs published and due: July 23 - Sept. 30, 2026.
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This RFP has closed
Proposals were due October 15, 2026, 3:00 pm PDT. Leads tracks active RFPs from posting to deadline.
