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open🌐 Gilbert Public Schools27-17-31

Retirement Financial Advisory Services

Gilbert Public Schools / Purchasing

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Description

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 employer cost structure.

Documents (1)

  • 📎 project_document_snapshot.pdf
    application/pdf · 638 KB
    Download

Details

Posted
Sep 4, 2026
Response deadline
Sep 25, 2026, 9:00 PM UTC (20d)
Status
open
Buyer
Gilbert Public Schools
Department
Purchasing
Jurisdiction
Gilbert Public Schools
Reference #
27-17-31
Has Description
true
Summary
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 selecte
Government Code
gilbertschools
Government Organization City
Gilbert
Government Organization State
AZ
Government Organization Website
https://www.gilbertschools.net/Page/1193
Government Organization Zip Code
85296
Government Organization Address1
140 South Gilbert Road
Government Organization Country Code
US
Other
Is Paused: false · Template Title: RFP Solicitation Template Gilbert AZ · Copy Count: 0 · Government Organization Logo: https://assets.procurement.opengov.com/logo-uploads/2b6024ab-8c71-4a60-92e6-ceb2b10e31bf_Gilbert_AZ_ · Government Organization Timezone: America/Phoenix · Government Organization Phone Country: 1

Contact

(480)497-3300

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