New York State Deferred Compensation Plan RFP: Target Date Fund Management Services
The State of New York, through the New York State Deferred Compensation Board (the “Board”), is seeking formal written proposals from financial organizations to provide Target Date Fund Management Services for the New York State Deferred Compensation Plan (the “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.
Deadlines:
Submission of questions: April 6, 2026
Submission of proposals: May 4, 2026
Please click to view the full RFP and documents below:
Full Request for Proposal (PDF)
Appendix A, Contract Questionnaire (Word)
Appendix B, Diversity Statistics Grid (Excel)
Appendix C, Vendor Responsibility Questionnaire (Word)
Appendix D, Application for a Competitively Bid Contract (Form ADM-28) (Word)