Recordkeeping, Administration, and Investment Tender - 141152914

The STATE OF TENNESSE has issued a Tender notice for the procurement of a Recordkeeping, Administration, and Investment Options for the State of Tennessee's Optional Retirement Program and Public Higher Education 403(B) Plans in the USA. This Tender notice was published on 13 May 2026 and is scheduled to close on 29 Jun 2026, with an estimated Tender value of Refer Document. Interested bidders can access detailed Tender information, eligibility criteria, and complete bidding documents by referencing TOT Ref No. 141152914 and Registering on the platform.

Procurement Summary

Country: USA

Summary: Recordkeeping, Administration, and Investment Options for the State of Tennessee's Optional Retirement Program and Public Higher Education 403(B) Plans

Deadline: 29 Jun 2026

Posting Date: 13 May 2026

Other Information

Notice Type: Tender

TOT Ref.No.: 141152914

Document Ref. No.: Login to see details

Competition: ICB

Financier: Self Financed

Purchaser Ownership: Public

Tender Value: Refer Document

Purchaser's Detail

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Documents

 Tender Notice

RFP30901-65526_ORP_403b_2026_FINAL.pdf

Contract_Attachment_1_Part201_ORP_Amdt_1_FINAL.pdf

Contract20Attachment_1_Part20220ORP20Plan20Document20Amended20and2020Restated20EXECUTED204_3_19.pdf

Contract20Attachment20120Part20320TN20ORP20Amdt20220-20FINAL.pdf

Contract20Attachment20220Part20120TBR20Amendment20One.pdf

Contract20Attachment20220Part20220TBR_403b_Plan20Document_Amd202.pdf

Contract20Attachment20220Part20320TBR20403b20Amdt20320-20FINAL.pdf

Contract20Attachment20220Part20420TBR20403b20Amdt20420-20FINAL.pdf

Contract_Attachment_2_Part205_TBR_403b-PLAN_DOCUMENT.pdf

Contract_Attachment_3_Part20120_UT_Amendment_One.pdf

Contract_Attachment_3_Part202_UT_403b_Plan_Document_Amendment_Two.pdf

Contract_Attachment_3_Part203_UT20403b_Amdt_3_FINAL.pdf

Contract_Attachment_3_Part204_UT_403b_Plan_Amdt_4_FINAL.pdf

Contract_Attachment_3_Part205_403b_Plan20Document20for20Public20Education-FINAL.pdf

Contract_Attachment_4.pdf

RFP_Attachment_6.7_Number_of_Employees20and20ORP20Eligibility20Summaries20for20UT.xlsx

RFP_Attachment_6.8_Number_of_Employees_and_ORP_Eligibility_Summaries_for_TBR20and20LGI27s.xlsx

RFP_Attachment_6.9_Part1_TIAA_ORP_Data_FINAL204.23.2026.xlsx

RFP_Attachment_6.9_Part202_Voya_ORP_Data_FINAL_4.23.2026.xlsx

RFP_Attachment_6.10_Part-1_TIAA403bData_Request.xlsx

RFP_Attachment_6.10_Part202_Voya20403b20Data.xlsx

RFP_Attachment_6.11_Investment20Lines.xlsx

RFP_Att_6.12_Part201_Daily_Valuation_Operating_Proc.pdf

RFP20Att206.1220Part20220Treasury20Managed20Fund20Dis.pdf

RFP_Attachment_1320GASB_Investment-Option20Monthly20Reporting20Template.xlsx


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