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Clearinghouse

The National Association of State Treasurers (NAST) is seeking proposals from interested contractors in establishing a clearinghouse for uncashed ERISA plan checks to distribute to state unclaimed property programs.

The Request for Proposal was released July 31, 2020. Proposals are due by 5:00 pm PST on September 4, 2020. 

Questions must be received by 5:00 pm PST on August 14th to receive a response. Answers will be posted to this page by 5:00 PST on August 21st.

View Administrator Services for Unclaimed Retirement Clearinghouse RFP

View Appendix A – Cost Structure Sheet

NEW – View Administrator Services for Unclaimed Retirement Clearinghouse RFP – Questions and Answers

Please direct all questions and responses to Jeremy Dawson.

View details from the initial RFI below.

View Administrator Services for Unclaimed Retirement Clearinghouse RFI

View Administrator Services for Unclaimed Retirement Clearinghouse RFI – Questions and Answers