New York State Deferred Compensation Plan Stable Value Structure Management Services Search

The State of New York, through the New York State Deferred Compensation Board, is seeking formal written proposals from financial organizations to provide stable value structure management services for the New York State Deferred Compensation Plan.

To be eligible for selection, the financial organization must be an organization duly authorized to do business in the State of New York, and be (i) a registered investment adviser under the Investment Advisers Act of 1940, as amended, or (ii) a bank, as defined in that Act; or (iii) an insurance company qualified under the laws of more than one state to manage, acquire or dispose of assets of plans which meet the requirements for qualification under the Internal Revenue Code, governmental plans and eligible state deferred compensation plans.

The closing date for submission of questions is October 21, 2020. The closing date for submission of proposals is November 20, 2020.

  • Click here for the full Request for Proposal (PDF)
  • Click here for Appendix A, Contract Questionnaire (Word)
  • Click here for Appendix B, Vendor Responsibility Questionnaire (Word)
  • Click here for Appendix C, Application for a Competitively Bid Contract (Form ADM-28) (Word)
  • Click here for Exhibit G, Proposed Stable Value Fund Structure (Excel)
  • Click here for Exhibit J, Diversity Statistics Grid (Excel)