Retirement Financial Advisory Services

The government authority in Gilbert, AZ requires a vendor to provide offsite retirement financial advisory services for a five-year contract period. The buyer needs the vendor to assess employees' and their families' financial status, medical concerns, investment risk tolerance, and retirement goals. The scope includes reviewing income sources, life insurance, and wills or trusts, while developing savings strategies and providing legacy planning education. The vendor must explain agency pension eligibility, provisions, service credits, benefit estimates, survivor options, and benefit options. Additionally, the vendor must educate employees on phased retirement, the financial impacts of selecting different retirement dates, and the coordination of agency pensions with other retirement income sources. Eligible vendors must perform all work onshore within the USA. The buyer requests proposals for the budget, and vendors must submit all questions no later than September 17, 2026.