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Self-Managed Plan Provider Search

Self-Managed Plan Provider Search

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Posted: 
May 1, 2015

The State Universities Retirement System (“SURS” or the “System”) is requesting proposals from qualified firms to provide record-keeping and plan administration for the Self-Managed Plan (SMP).

Document Name Date Pages
Request for Proposal – Self-Managed Plan Provider Search 05/01/15 44
Request for Proposal – Self-Managed Plan Provider Search Microsoft Word Document 05/01/15 44
SURS SMP Investment Summary Microsoft Excel Document 05/01/15 4
SURS SMP Fee Matrix Microsoft Excel Document 05/01/15 1
SURS SMP Provider RFP Q&A 05/12/15 1

Schedule

Description Date
Dissemination of RFP May 4, 2015
8:00 am CT deadline for questions to SURS May 8, 2015
Responses to questions submitted by SURS May 13, 2015
RFP responses due by 4:30 pm CT May 28, 2015
Identify firms for further consideration July 2015        
Interviews with selected firms August 2015  
Finalist presentations to SURS Board of Trustees September/October 2015       
Contract Award Date October 2015 
Contract Negotiations November 2015
Transition Kick-off (if provider change) December 2015
Conversion Date (if provider change) April 2016
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