HomeMy WebLinkAbout1. Cover LetterBonnie Mulry, Vice President
Voya Financial®
One Orange Way
Windsor, CT 06095
Tel: (860) 930-9396
Email: bonnie.mulry@voya.com
June 10, 2026
Kate Auslen
Risk and Benefits Manager
City of San Luis Obispo
990 Palm Street
San Luis Obispo, CA, 93401
Dear Kate,
Thank you for considering Voya Financial (Voya) in response to the City of San Luis Obispo’s Qualified Plan
Record-keeping and Administration Services Request for Proposal.
Voya confirms the minimum requirements have been met. We have provided proposed exceptions to H.
SERVICE AGREEMENT TERMS, EXHIBIT A: FORM OF AGREEMENT and EXHIBIT B: INSURANCE
REQUIREMENTS FOR PROFESSIONAL SERVICES.
Voya also confirms we have provided pricing for the HRA/RHS and 457 PT-OBRA plans.
In addition to this cover letter, the following documents and forms have been submitted:
- 2. Recordkeeper Profile
- 3. Qualification and Experience Summary
- 4. Work Plan
- 5. Pricing Request Questions
o Pricing Request Excel Document
- 6. Certificate of Insurance
- 7. References
- 8. Statement of Past Contract Disqualifications
- 9. Statement of Past Cancellations of Plans – Transfer of Plans
- Appendix 1 – Sample TEM Service Agreement
- Appendix 2 – Voya Data Security Addendum 2026
- Proposed Exceptions
For additional information, please contact:
Name: Justin Camisa, Vice President – Government Sales Director
Address: 30211 Avenida De Las Banderas, Suite 200, Rancho Santa Margarita, CA 92666
Phone: (303) 717-5922
Email:Justin.Camisa@voya.com.
Sincerely,
Bonnie Mulry
Vice President-Retirement Business Development
Registered representative of Voya Financial Advisors, Inc. (member SIPC).