# Complexity Level IV Plan Services Canonical: https://abierto.us/opportunities/c8280f05e97744299642076840ad9d5c - Notice type: Special notice - Status: Closed. Deadline was October 2, 2026 at 5:00 PM EDT - Department: Pension Benefit Guaranty Corporation - Contracting office: Pension Benefit Guaranty Corporation (n-PENSIONBENEFITGUARANTYCORPORATION) - NAICS: 541611 Administrative Management and General Management Consulting Services - Product or service code: R408 Program Management/Support Services - Place of performance: Washington, District of Columbia - County: District of Columbia (FIPS 11001). https://abierto.us/counties/district-of-columbia-dc-11001 - City: Washington. https://abierto.us/cities/washington-dc-1150000 - First posted: September 30, 2026 - Last posted: September 30, 2026 - SAM.gov: https://sam.gov/workspace/contract/opp/c8280f05e97744299642076840ad9d5c/view ## Description NOTICE OF INTENT TO SOLE SOURCE Agency: Pension Benefit Guaranty Corporation (PBGC) NAICS Code: 541611 Proposed Vendor: Bolton Partners DC, Inc. Statutory Authority: 41 U.S.C. 3304(a)(1), also found in FAR 6.103-1(b) 1. Description of Requirement The purpose of this requirement is to procure highly specialized actuarial support services for three (3), active Complexity Level IV Pension Plans. Complexity Level IV plans are defined as any plan larger than 4,500 participants. In performance of this contract, the contractor shall provide actuarial expertise to ensure timely and accurate completion of tasks associated with the valuation of termination benefits for three (3) Complexity Level IV plans under Title IV of ERISA of 1974. Tasks include support with: Benefit Statements and Retirement Statements (BSRS), Actuarial Case Reports (ACR), Post-Valuation Support, Information Technology Program Compliance, and Contractor Program Management for three (3) Complexity level IV plans. 2. Background Bolton Partners DC, Inc. has developed highly specialized, extensive, detailed institutional knowledge of plan‑specific assumptions, prior benefit calculation methodologies, specific coding logic used in benefit and retirement statement programming, historical participant‑level data validation, case processing documentation, and resolution of legacy data anomalies under prior task orders specific to the three (3) Complexity Level IV plans. The remaining plan work, to be completed under this contract is inherently dependent on methodologies, software logic, data structures, and actuarial baselines established by Bolton. Because these technical foundations cannot be replicated without significant re-engineering effort, only Bolton can meet PBGC’s minimum requirements for continuity, accuracy, and timely completion of benefit calculations. Attempting to reassign the work under these three plans would introduce severe operational vulnerabilities and risk catastrophic data gaps during peak processing cycles. This would disrupt the planned sequence of valuations, delay the issuance of accurate benefit statements, and impede transition of these plans to ongoing administration. The delay would also increase overall project cost to the Government due to the necessity of re‑creating complex actuarial baselines, software logic, and case files. If the work was reassigned, the incoming contractor would require months to reconstruct prior work before beginning any of the remaining tasks. Delays in completing benefit calculations and ACRs for all three plans would directly impact PBGC’s ability to deliver accurate and timely participant benefits, which is a core mission requirement. 3. Response Instructions & Guidelines This publication constitutes a public notice of intent to sole source and is not a formal request for competitive proposals or quotes. However, interested parties who believe they can fully satisfy the government's technical requirements may submit a comprehensive capability statement. 4. Submission Details Response Deadline: October 2, 2026, at 5:00 PM EST. Submission Medium: Written capability statements must be delivered via email to the point(s) of contact listed in the Special Notice. ## Open now in the same industry 21 open in NAICS 541611. - DoS INL TPC Urgent and Compelling BPA (PR16359550), due November 3, 2026 at 5:00 PM EST. https://abierto.us/opportunities/pr16359550 - Management Capacity Study (AOCACB26R0052), due November 6, 2026 at 5:00 PM EST. https://abierto.us/opportunities/aocacb26r0052 - What Works Clearinghouse (WWC) Online Study Review Guide (OSRG) (4701), due November 10, 2026 at 10:00 AM EST. https://abierto.us/opportunities/b70cc9105bd949ccbff4ecbb0e4ff976 ## Publications - September 30, 2026: Special notice, due October 2, 2026 at 5:00 PM EDT. Notice c8280f05e97744299642076840ad9d5c. https://sam.gov/workspace/contract/opp/c8280f05e97744299642076840ad9d5c/view ## Points of contact - Monique Anthony, anthony.monique@pbgc.gov - Felicia Hurst, hurst.felicia@pbgc.gov --- Source: SAM.gov Contract Opportunities bulk extract. Confirm deadlines on SAM.gov before responding. Cite https://abierto.us/opportunities/c8280f05e97744299642076840ad9d5c.