3 entities actively seeking solutions — right now.

Pursuit detects live 457 plan modernization signals across Charlotte, Waterford, and Sacramento—three of thousands seeking Lincoln Financial solutions. Win before RFPs close; early signal access secures your seat at the table.

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See 3 opportunities ↓

SLED entities monitored

110K+

Documents processed monthly

3M+

Before RFPs drop

6–18mo

Earlier than the competition

92 days

From 110K+ entities monitored

Pre-RFP signals for

<div class='ecard'><div class='ecard-header'><div><div class='ecard-name'>City of Charlotte</div><div class='ecard-meta'>County Government · NC</div></div><div class='ecard-header-right'><span class='badge badge-active'>Active Signal</span></div></div><div class='ecard-signals'><div class='signal-item'><div class='signal-title'>Bid process to review 457 plan administration options</div><div class='signal-body-text'>The City of Charlotte is planning a bid process to review 457 plan administration options, signaling active evaluation of their retirement plan services. This initiative directly aligns with providers of 457(b) retirement plans, enrollment tools, and investment management capabilities. No RFP has been issued yet—this is pre-solicitation intelligence.</div></div><div class='signal-item'><div class='signal-title'>Streamline retirement benefits enrollment and investment management</div><div class='signal-body-text'>The City of Charlotte's bid process reflects growing pressure to optimize plan administration costs and reduce fiduciary liability exposure across its 457(b) program. By consolidating vendor options now, the city can lock in operational efficiencies and ensure participant experience consistency before market conditions shift.</div></div></div><div class='ecard-contacts'><div class='ecard-contacts-label'>Key Contacts · 5 verified by Pursuit</div><div class='contact-list'><div class='contact-row'><div class='contact-info'><span class='contact-name'>Kay Jarvis</span><span class='contact-title'>Manager</span></div><div class='contact-data-hints'><span class='data-hint'>Email</span><span class='data-hint'>Phone</span></div></div><div class='contact-row'><div class='contact-info'><span class='contact-name'>Kim Sanders</span><span class='contact-title'>Manager</span></div><div class='contact-data-hints'><span class='data-hint'>Email</span><span class='data-hint'>Phone</span></div></div><div class='contact-row'><div class='contact-info'><span class='contact-name'>Latoya Dorsey</span><span class='contact-title'>Division Supervisor</span></div><div class='contact-data-hints'><span class='data-hint'>Email</span><span class='data-hint'>Phone</span></div></div><div class='contact-row'><div class='contact-info'><span class='contact-name'>Matthew Hastedt</span><span class='contact-title'>City Treasurer</span></div><div class='contact-data-hints'><span class='data-hint'>Email</span><span class='data-hint'>Phone</span></div></div><div class='contact-row'><div class='contact-info'><span class='contact-name'>Christina Crockett</span><span class='contact-title'>Finance & Procurement Manager</span></div><div class='contact-data-hints'><span class='data-hint'>Email</span><span class='data-hint'>Phone</span></div></div></div></div><div class='ecard-footer'><a class='ecard-source-link' href='https://www.charlottenc.gov/files/sharedassets/city/v/2/city-government/departments/documents/budget/fy2027/adopted-fy-2027-budget-print.pdf#page=499' target='_blank'>View source · 2027-06-30</a><span class='ecard-timing'>⏱ Pre-RFP — no solicitation issued</span></div></div> <div class='ecard'><div class='ecard-header'><div><div class='ecard-name'>Charter Township of Waterford</div><div class='ecard-meta'>County Government · MI</div></div><div class='ecard-header-right'><span class='badge badge-hot'>High Intent</span></div></div><div class='ecard-signals'><div class='signal-item'><div class='signal-title'>Amending 457(b) plan with in-service distributions and recordkeeper consolidation</div><div class='signal-body-text'>Charter Township of Waterford is planning to amend its 457(b) retirement plan to allow in-service distributions at age 59½ and consolidate its Corebridge recordkeeper agreement, signaling a modernization effort. This initiative requires retirement plan administration expertise, 457(b) plan compliance support, and enrollment tools to execute the transition smoothly. No RFP has been issued; this is pre-solicitation intelligence.</div></div><div class='signal-item'><div class='signal-title'>Streamlined retirement enrollment drives employee financial security</div><div class='signal-body-text'>Charter Township of Waterford's plan consolidation addresses participant liquidity constraints and reduces administrative overhead tied to managing multiple recordkeeper relationships. By streamlining plan operations and enabling mid-career distributions, the township can improve employee retention and reduce turnover costs while lowering long-term fiduciary liability exposure.</div></div></div><div class='ecard-contacts'><div class='ecard-contacts-label'>Key Contacts · 4 verified by Pursuit</div><div class='contact-list'><div class='contact-row'><div class='contact-info'><span class='contact-name'>Mark Simlar</span><span class='contact-title'>Human Resources Director/risk Manager</span></div><div class='contact-data-hints'><span class='data-hint'>Email</span><span class='data-hint'>Phone</span></div></div><div class='contact-row'><div class='contact-info'><span class='contact-name'>Heather Krupic</span><span class='contact-title'>Payroll & Benefits Manager</span></div><div class='contact-data-hints'><span class='data-hint'>Email</span><span class='data-hint'>Phone</span></div></div><div class='contact-row'><div class='contact-info'><span class='contact-name'>Barb Miller</span><span class='contact-title'>Chairperson</span></div><div class='contact-data-hints'><span class='data-hint'>Email</span><span class='data-hint'>Phone</span></div></div><div class='contact-row'><div class='contact-info'><span class='contact-name'>Anthony Bartolotta</span><span class='contact-title'>Trustee</span></div><div class='contact-data-hints'><span class='data-hint'>Email</span><span class='data-hint'>Phone</span></div></div></div></div><div class='ecard-footer'><a class='ecard-source-link' href='https://www.waterfordmi.gov/AgendaCenter/ViewFile/Agenda/_08112026-1725#page=1' target='_blank'>View source · 2026-11-10</a><span class='ecard-timing'>⏱ Pre-RFP — no solicitation issued</span></div></div> <div class='ecard'><div class='ecard-header'><div><div class='ecard-name'>City of Sacramento</div><div class='ecard-meta'>County Government · CA</div></div><div class='ecard-header-right'><span class='badge badge-hot'>High Intent</span></div></div><div class='ecard-signals'><div class='signal-item'><div class='signal-title'>Update 457 plan investment lineup scheduled for September 2026</div><div class='signal-body-text'>The City of Sacramento is updating its 457 plan's investment lineup on September 11, 2026, signaling an active review of retirement plan offerings. This initiative creates demand for 457(b) plan administration, investment management analytics, and enrollment tools to support the transition. No RFP has been issued; this is pre-solicitation intelligence.</div></div><div class='signal-item'><div class='signal-title'>Streamline retirement enrollment and member onboarding processes</div><div class='signal-body-text'>The City of Sacramento's September 2026 investment lineup refresh presents an opportunity to reduce fiduciary liability exposure and ensure plan compliance with evolving regulatory standards. By modernizing enrollment and onboarding processes, the city can improve participant outcomes and reduce administrative burden on HR staff managing plan transitions.</div></div></div><div class='ecard-contacts'><div class='ecard-contacts-label'>Key Contacts · 5 verified by Pursuit</div><div class='contact-list'><div class='contact-row'><div class='contact-info'><span class='contact-name'>Shelley Banks-Robinson</span><span class='contact-title'>Director</span></div><div class='contact-data-hints'><span class='data-hint'>Email</span><span class='data-hint'>Phone</span></div></div><div class='contact-row'><div class='contact-info'><span class='contact-name'>Pete Coletto</span><span class='contact-title'>Director</span></div><div class='contact-data-hints'><span class='data-hint'>Email</span><span class='data-hint'>Phone</span></div></div><div class='contact-row'><div class='contact-info'><span class='contact-name'>Jason Bader</span><span class='contact-title'>Investment Officer</span></div><div class='contact-data-hints'><span class='data-hint'>Email</span><span class='data-hint'>Phone</span></div></div><div class='contact-row'><div class='contact-info'><span class='contact-name'>Rick Watson</span><span class='contact-title'>Nationwide Retirement Specialist</span></div><div class='contact-data-hints'><span class='data-hint'>Email</span><span class='data-hint'>Phone</span></div></div><div class='contact-row'><div class='contact-info'><span class='contact-name'>Samantha Hardy</span><span class='contact-title'>Human Resources Manager</span></div><div class='contact-data-hints'><span class='data-hint'>Email</span><span class='data-hint'>Phone</span></div></div></div></div><div class='ecard-footer'><a class='ecard-source-link' href='https://www.cityofsacramento.gov/content/dam/portal/hr/Divisions/Benefits/Deferred-Comp/FundLineUpChangesSampleNotice_08.10.2026.pdf#page=1' target='_blank'>View source · 2026-09-11</a><span class='ecard-timing'>⏱ Pre-RFP — no solicitation issued</span></div></div>

Why needs Pursuit

92 days

Earlier to every deal

Pursuit customers engage an average of 92 days before the competition finds the same opportunity — giving 's team time to shape the deal and show up as the trusted partner before any RFP is written.

2.5M

Documents processed monthly

Pursuit reads 2.5 million government documents monthly — meeting minutes, strategic plans, budget filings, and FOIA records — surfacing the signals that matter to 's ICP before they become public solicitations.

73%

Of deals are decided before the RFP drops

By the time a formal solicitation is published, the winning vendor is usually already in the room. Pursuit gets your team there first — with the context, contacts, and credibility to shape the deal before anyone else knows it exists.

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See Lincoln Financial's full pipeline in Pursuit

These three are a sample of what Pursuit surfaces for Lincoln Financial across 110,000+ entities matched to your ICP. Book time to see your full ICP‑matched opportunity list — with contacts, signals, and source documents for every account.

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