RFP - Pension Evaluation and Administration

Posted: January 29, 2020
Questions Due: February 6, 2020

The Atlanta Regional Commission (ARC) is seeking proposals for Pension and Benefits services including providing recommendations to improve the sustainability and attractiveness of the current ARC retirement plans, and a Third-Party Administrator to provide record keeping / plan administration services relating to the ARC defined benefit pension plan, and employee defined contribution plans including 457 and 403(b) plans. Interested firms may bid on one or both services. The RFP, as well as a copy of the current plan document, are available for download below. This RFP closes February 28, 2020. ARC is an equal opportunity employer and is committed to a policy of nondiscrimination in its operations.

Pension Evaluation and Administration RFP

Atlanta Regional Commission Retirement Plan

Questions and Answers

Supplemental Documentation

Vanguard (Newport is Record Keeper) – Participant Summary by Investment Report

Pension Evaluation and TPA Q&A updated

Lincoln Financial -Partipant Summary By Investment Report – 457

Lincoln Financial -Partipant Summary By Investment Report – 403b

Lincoln – Puts – Forfeiture Fees



NOTICE: Gov. Brian Kemp has extended a public health emergency declaration and a statewide shelter-in-place order for older adults and medically fragile residents through June 12.

The Atlanta Regional Commission office at 229 Peachtree Street, NE Atlanta, is closed to the public until further notice. All employees are working remotely and conducting business operations. ARC employees can be contacted directly during normal business hours. However, if you need immediate assistance call 404-463-3100.

If you are seeking resources for older persons and individuals with disabilities, contact us at404-463-3333 or visit empowerline.org.

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