California Secure Choice Retirement Savings Investment Board

Draft Third-Party Administrator RFP


The California Secure Choice Retirement Savings Investment Board intends to issue a request for proposals (RFP) for program administration and investment management services shortly after its February 26, 2018 Board meeting. Staff invites public comments on the draft Standard Agreement: Additional Provisions that will be contained in Exhibit E of the RFP. Interested parties should provide specific feedback on the language of the provisions and, if a change is recommended, suggest alternative language. Nothing herein suggests an acceptance by the Board of any suggested changes.

Comments should be submitted via email to and are due no later than Tuesday, January 16, 2018 at 5:00pm PST.

A preliminary draft RFP without Standard Agreement: Additional Provisions was made available for public comment in late November 2017; that draft RFP remains available for review on the Board’s website. Please note that revisions to that draft RFP are underway and certain aspects of the RFP will continue to be discussed at the Board’s January 22, 2018 meeting.