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This document is a Request for Proposals (RFP) issued by Ohio Deferred Compensation for a provider to conduct a satisfaction study for participants and employers involved in the Ohio Deferred Compensation
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How to fill out OHIO DEFERRED COMPENSATION REQUEST FOR PROPOSALS

01
Gather necessary personal information including name, address, and Social Security number.
02
Obtain the OHIO DEFERRED COMPENSATION REQUEST FOR PROPOSALS form from the official website or department.
03
Review the instructions accompanying the form carefully.
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Fill in the required fields, including your investment preferences and any other requested details.
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Attach any necessary supporting documents as specified in the instructions.
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Keep a copy of the submitted form and any attachments for your records.

Who needs OHIO DEFERRED COMPENSATION REQUEST FOR PROPOSALS?

01
State employees and public sector workers in Ohio who wish to participate in the deferred compensation plan.
02
Individuals looking to save for retirement in a tax-advantaged manner.
03
Financial planners assisting clients with deferred compensation options.
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To request a withdrawal online, please log in to your account, select "Withdrawals," and select the NEW WITHDRAWAL button. Please call the Service Center at 877-644-6457 for a more customized withdrawal approach including multiple payment requests, and withdrawals that exceed the maximums described above.
Bottom Line. The Ohio Deferred Compensation program offers a flexible and tax-advantaged way for state and local government employees to supplement their retirement savings. With options for both pre-tax and Roth contributions, participants can tailor their approach to suit their financial goals and tax preferences.
May I take a loan from my account? Ohio Deferred Compensation does not offer a loan provision. All withdrawals are subject to ordinary income tax. on a dollar amount, fixed time period, or fixed percentage.
You may withdraw funds from the Program only upon: 1. Ending your employment (including termination, retirement, or death) 2. An Unforeseeable Emergency (as defined by Section 457 of the IRC) 3.
Deferred Compensation is a supplemental 457(b) retirement plan available to all Ohio public employees. It provides education and gives participants a diverse set of investment options with flexible savings and withdrawal options.

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The Ohio Deferred Compensation Request for Proposals (RFP) is a process in which Ohio state agencies seek proposals from qualified vendors to provide deferred compensation services to public employees.
State agencies and local government entities in Ohio that wish to offer deferred compensation plans to their employees are typically required to file the Ohio Deferred Compensation Request for Proposals.
To fill out the Ohio Deferred Compensation Request for Proposals, one must follow the official guidelines provided by the state, indicating the specific requirements, submission deadlines, and evaluation criteria. Detailed information is usually required in areas such as vendor qualifications, service offerings, and fee structures.
The purpose of the Ohio Deferred Compensation Request for Proposals is to solicit competitive bids from vendors to manage and administer deferred compensation plans, ensuring that state employees have the option to save for retirement efficiently and effectively.
The information that must be reported on the Ohio Deferred Compensation Request for Proposals generally includes details about the vendor's qualifications, experience, service offerings, investment options, fee structures, compliance with regulations, and any additional services that may enhance the deferred compensation program.
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Ohio Deferred Compensation RFP satisfaction study public employees proposals participant survey employer survey customer service evaluation criteria contract requirements

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