Opportunity timeline
In plain English
Gilbert Public Schools wants a firm to provide personal retirement financial advice and planning for district employees. Services should cover Arizona State Retirement System benefits, retirement readiness, and informed financial recommendations. The contract is intended to have no direct cost to the district.
About this opportunity
The purpose of this Request for Proposal (RFP) is to establish the requirements for providing personal retirement financial advisory and related planning services to District employees. The selected firm shall provide accessible, objective, and comprehensive retirement planning resources designed to assist employees in developing a retirement strategy. The firm's approach should include: understanding the Arizona State Retirement System (ASRS) pension benefits, evaluating financial readiness for retirement, and assisting employees in making informed financial recommendations. It is the intent of Gilbert Public Schools to establish Retirement Financial Advisory Services under a zero direct…
Time remaining
Closes Sep 25, 2026
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Bid details are gathered and summarized automatically. Please verify details at the original source.
Ref No.
BS-CD7BDA


