Report Created 05/05/2024 at 1:09 PM
PLANHOLDERS LIST
SOLICITATION 02014: Deferred Compensation
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Solicitation Title:
Deferred Compensation
Solicitation Number:
02014
Brief Description:
The Orange County Transportation Authority (Authority) invites proposals from qualified consultants to provide deferred compensation services for a ten (10)-year term.
Instructions:
Please download the RFP package, Addendum No. 1 and Addendum No. 2.
Date Posted:
1/23/2020 12:00:00 AM
Closing Date:
2/13/2020 2:00:00 PM (PST)
Contract Administrator:
Donald Herrera
Phone Number:
(714) 560-5644
 
Category:
       
 
[Header:Prime Contractors]Needed ServicesContact Instructions
Company Name: JPMORGAN CHASE <br /> Contact: YOLANDA MATES<br /> Address: 3 PARK PLAZA, 9TH FLOOR, IRVINE, CA 92614<br /> Phone: (213) 6218335<br /> Email: YOLANDA.A.MATES@JPMORGAN.COMNot looking for a subcontractor 
Company Name: THE BANK OF NEW YORK MELLON<br /> Contact: JENNIFER O'NEILL<br /> Address: ONE WALL STREET, 11TH FLOOR, NEW YORK, NY 10286<br /> Phone: (213) 6306430<br /> Email: JENNIFER.O'NEILL@BNYMELLON.COMNot looking for a subcontractor 
Company Name: ICMA-RC<br /> Contact: LAURA HEESE<br /> Address: 777 N. CAPITOL, NE, 6TH FLOOR, WASHINGTON, DC 20002<br /> Phone: (202) 6156937<br /> Email: LHEESE@ICMARC.ORGNot looking for a subcontractor 
Company Name: BANK OF THE WEST<br /> Contact: LILY NG<br /> Address: 500 CAPITOL MALL, SUITE 1200, SACRAMENTO, CA 95814<br /> Phone: (916) 5524404<br /> Email: GOVERNMENT@BANKOFTHEWEST.COMNot looking for a subcontractor 
Company Name: GREAT-WEST LIFE & ANNUITY<br /> Contact: CORY LAMPSHIRE<br /> Address: 8515 E. ORCHARD ROAD, 10T3, GREENWOOD VILLAGE, CO 80111<br /> Phone: (303) 7377719<br /> Email: CORY.LAMPSHIRE@EMPOWER-RETIREMENT.COMNot looking for a subcontractor 
Company Name: NATIONWIDE RETIREMENT SOLUTIONS, INC.<br /> Contact: TYLER SMITH<br /> Address: 10 W NATIONWIDE BLVD, COLUMBUS, OH 43215<br /> Phone: (614) 4356792<br /> Email: SMITT21@NATIONWIDE.COMNot looking for a subcontractor 
Company Name: VOYA FINANCIAL<br /> Contact: KATE QUENZER<br /> Address: 6140 STONERIDGE MALL ROAD,#255, PLEASANTON, CA 94588<br /> Phone: (484) 5579569<br /> Email: Not looking for a subcontractor 
Company Name: HYAS GROUP<br /> Contact: LIZ SKOURTES<br /> Address: 108 NW 9TH AVENUE, SUITE 203, PORTLAND, OR 97209<br /> Phone: (971) 6341500<br /> Email: LSKOURTES@HYASGROUP.COMNot looking for a subcontractor 
Company Name: VOYA FINANCIAL<br /> Contact: GAVIN GRUENBERG<br /> Address: 30211 AVENIDA DE LAS BANDERAS, SUITE 200, RANCHO SANTA MARGARI, CA 92688<br /> Phone: (909) 7983250<br /> Email: GAVIN.GRUENBERG@VOYA.COMNot looking for a subcontractor 
Company Name: AIG RETIREMENT SERVICES<br /> Contact: MICHAEL LEWIS<br /> Address: 2929 ALLEN PARKWAY, HOUSTON, TX 77019<br /> Phone: (480) 2081404<br /> Email: MICHAEL.LEWIS@AIG.COMNot looking for a subcontractor 
Company Name: STEER DAVIES & GLEAVE INC<br /> Contact: JENNY LIU<br /> Address: 800 WILSHIRE BLVD., 1320, LOS ANGELES, CA 90017<br /> Phone: (213) 4250990<br /> Email: USBIDS@STEERGROUP.COMNot looking for a subcontractor 
Company Name: TAX & FINANCIAL GROUP<br /> Contact: DAVID KIM<br /> Address: 4001 MACARTHUR BLVD, 3RD FLOOR, NEWPORT BEACH, CA 92626<br /> Phone: (949) 2238404<br /> Email: DAVID.KIM@TFGROUP.COMNot looking for a subcontractor 
Company Name: DMULLISINSURANCE<br /> Contact: DAVID MULLIS<br /> Address: 1299 BOLTONFIELD ST., COLUMBUS, CA 43228<br /> Phone: (207) 8493266<br /> Email: DMULLISINSURANCE@GMAIL.COMNot looking for a subcontractor 
Company Name: RETIREMENT PLAN ADVISORS<br /> Contact: CAITLIN CUNNINGHAM<br /> Address: 105 W ADAMS ST, SUITE 2175, CHICAGO, IL 60603<br /> Phone: (312) 7011100<br /> Email: CCUNNINGHAM@RETIREMENTPLANADVISORS.COMNot looking for a subcontractor 
Company Name: MASSMUTUAL<br /> Contact: KELLY BUSH<br /> Address: 100 BRIGHT MEADOW BLVD, ENFIELD, CA 06082<br /> Phone: (630) 2484278<br /> Email: KBUSH@MASSMUTUAL.COMNot looking for a subcontractor 
Company Name: NATIONWIDE<br /> Contact: LINDA CAMPBELL<br /> Address: 10 WEST NATIONWIDE BLVD, COLUMBUS, OH 43215<br /> Phone: (614) 4358420<br /> Email: LINDA.CAMPBELL@NATIONWIDE.COMNot looking for a subcontractor 
Company Name: PENSERV PLAN SERVICES,INC.<br /> Contact: FREDERICK KEPLER<br /> Address: 102 TRADE ZONE DR., WEST COLUMBIA, SC 29170<br /> Phone: (803) 8221811<br /> Email: FRED.KEPLER@PENSERV.COMNot looking for a subcontractor 
Company Name: LINCOLN FINANCIAL GROUP<br /> Contact: KIMBERLY BEVANS<br /> Address: 1300 S. CLINTON STREET, FORT WAYNE, IN 46802<br /> Phone: (949) 4418851<br /> Email: KIMBERLY.BEVANS@LFG.COMNot looking for a subcontractor 
Company Name: LIFE INSURANCE COMPANY OF THE SOUTHWEST<br /> Contact: RACHEL BRACKEN<br /> Address: 15455 DALLAS PARKWAY, SUITE 800, ADDISON, TX 75001<br /> Phone: (214) 7229028<br /> Email: RBRACKEN@NATIONALLIFE.COMNot looking for a subcontractor 
Company Name: NATIONWIDE RETIREMENT SOLUTIONS<br /> Contact: KELLEN SNANIGAN<br /> Address: 10 WEST NATIONWIDE BLVD., COLUMBUS, OH 43215<br /> Phone: (614) 4356994<br /> Email: SNANIGK@NATIONWIDE.COMNot looking for a subcontractor 
Company Name: PRUDENTIAL RETIREMENT<br /> Contact: KIM TALIENTO<br /> Address: 280 TRUMBULL STREET, HARTFORD, CT 06103<br /> Phone: (860) 5342711<br /> Email: KIMBERLY.TALIENTO@PRUDENTIAL.COMNot looking for a subcontractor 
[Header:Subcontractors]Services ProvidedContact Instructions
Company Name: SAGE CAPITAL ADVISORS, LLC<br /> Contact: DIANA BLAIR<br /> Address: 5672 LA JOLLA BOULEVARD, LA JOLLA, CA 92037<br /> Phone: (844) 2797243<br /> Email: DBLAIR@SAGE-CAP.COMEducation and Enrollment. Investment Management and Advisory. IPS Preparation and updatingDiana Blair 844-279-7243 dblair@sage-cap.com
 
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