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Public Higher Education Bulletin

 
Northeastern Illinois University
RFP #403bNEIU
Request for Proposal: 403(b) Investment Firms
Award InfoPublished Monday December 8, 2008
Awarded to:
Vendor: AXA Equitable, New York, NY
Amount: $0
Terms:
An estimated start date of 1/1/2009 through 12/31/2013
Renewals:
1 five-year
Vendor: AIG Retirement/VALIC, Houston, TX
Amount: $0
Terms:
An estimated start date of 1/1/2009 through 12/31/2013
Renewals:
1 five-year
Vendor: Fidelity Investments, Marlborough, MA
Amount: $0
Terms:
An estimated start date of 1/1/2009 through 12/31/2013
Renewals:
1 five-year
Vendor: The Legend Group, Palm Beach Gardens, FL
Amount: $0
Terms:
An estimated start date of 1/1/2009 through 12/31/2013
Renewals:
1 five-year
Vendor: MetLife Resources, Somerset, NJ
Amount: $0
Terms:
An estimated start date of 1/1/2009 through 12/31/2013
Renewals:
1 five-year
Vendor: TIAA-CREF, New York, NY
Amount: $0
Terms:
An estimated start date of 1/1/2009 through 12/31/2013
Renewals:
1 five-year
Number of Unsuccessful, Responsive Respondents: 1
The University award process may be delayed up to thirty days as this award goes through a state approval process.
This notice has been modified
Published Tuesday October 21, 2008
Amendment 1 contains clarifications and answers to vendor questions.
First published Monday, September 29, 2008
Sealed bids will be accepted at the address below until 3:00 PM, Friday October 31, 2008:

Purchasing Department
Building C, 4th Floor
5500 North St. Louis Avenue
Chicago, IL 60625-4699

Northeastern Illinois University is seeking proposals from qualified investment firms to provide recordkeeping, administration, education/communication and investment services for the 403(b) Tax Deferred Retirement Plan as available under the Internal Revenue Code (IRC), and a non-deductible Individual Retirement Account (IRA) within the 403(b) as a separate and distinct sub-account; as specified in the RFP document for the period starting approximately January 1, 2009, and continuing at the same terms and conditions based on satisfactory performance, and continuing need.

This is a service to University faculty and staff and is provided at no cost to the University.

Requests for clarification and questions will be accepted only in writing no later than 5:00 pm, Monday, October 20, 2008. The University responses will be posted by an addendum to the RFP document on the Illinois Public Higher Education Procurement Bulletin no later than Wednesday, 5:00 pm, Wednesday, October 22, 2008.

For additional information, contact:
Robert Filipp
Phone: (773) 442-5308
FAX: (773) 442-5314
E-Mail: r-filipp@neiu.edu

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Other Public Documents
  • 403bNEIU.pdf (1 MB)
  • 403bNEIUAmendment1.pdf (110 KB)