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Retirement & Financial Services North Carolina Closed

403(b) Recordkeeping, Investment and Participant Education Services — North Carolina School District

This one has closed. Public buyers re-bid most of this work on a one-to-five-year cycle, so it comes round again. There are 153 open bids in insurance & employee benefits right now.

A North Carolina school district has issued a public solicitation for 403(b) recordkeeping, investment and participant education services. Licensed insurance agencies that write retirement & financial services can submit a competitive proposal; the awarded agency earns renewable, multi-year public-sector revenue. The agency name, deadline, contacts, requirements, and full documents are unlocked for members.

This one has closed. It stays up because the requirements are a useful guide to what this buyer asks for, and most public contracts come back around. See what's open now.

At a glance

Contract sizeMid-size
Buyer typePublic entity · North Carolina
Who can bidManufacturers or prime suppliers only Verified
Who can applyRetirement plan providers / advisors
Response effortFull technical questionnaire
Scope457/403b
Estimated value$50,000 to $150,000 a year if you win
StatusClosed to new bids
Public-sector references

What this opportunity involves

This is a public-sector retirement & financial services opportunity from a North Carolina public entity. Qualified firms can respond with a proposal; the winner typically earns ongoing, renewable revenue on a multi-year public contract. We track and verify these, and can build the full response for you.

Full opportunity details

Is this one worth your time?

It is worth roughly $50,000 to $150,000 a year to whoever wins it. Working out whether you could be the one who wins it means reading the whole solicitation, and most of an afternoon disappears into a document that was never a fit. That is the part we do.

We read it end to end and tell you plainly whether you would be competitive, naming the requirement that decides it. If it is worth bidding we write the response, and you price it and sign it. If it is not, we say so and you have lost twenty minutes instead of a day.

Buyer, deadline, contacts and the files sit behind this for clients. Already a client? Log in.

More like this come up every week.

This one has closed, but public buyers rebid the same work on a cycle. Our clients know when the next one lands and whether it's worth bidding. Twenty minutes and you'll see what's open for a business like yours right now.

Want to talk today?

Book twenty minutes and you’ll see what’s open right now for a business like yours. Or just email us. Our team answers within one business day.