Retirement Financial Advisory Services
Overview
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SUMMARY
KEY REQUIREMENTS
CONTRACT DURATION
TIMELINE
Release Date: September 4th, 2026
Question Submission Deadline: September 17th, 2026, 2:00pm
Proposal Submission Deadline: September 25th, 2026, 2:00pm
QUESTION DEADLINE
CONTACTS
Primary procurement contact — name, title, email, and phone
Additional decision-makers and their departments
Issuing Agency
Gilbert Public Schools
DESCRIPTION
A government authority in Gilbert, Arizona is seeking a qualified provider of retirement financial advisory services for its employees and their families. The services will include reviewing employees’ current financial circumstances, retirement and budgetary goals, financial health concerns, retirement income sources, investment risk tolerance, life insurance needs, estate planning considerations, and legacy planning objectives.
The provider will develop retirement savings and income strategies and educate employees on beneficiary and survivor considerations. Advisory services will also address agency pension eligibility requirements, retirement provisions, pension benefit estimates, service credit, retirement benefit options, survivor and beneficiary options, and the potential financial effects of different retirement dates.
The advisor will assist employees in understanding how agency pension benefits coordinate with other retirement income sources and explain factors that may affect pension benefits. The contract period will be five years. Questions must be submitted by September 17, 2026, and proposals are due by September 25, 2026.
Similar RFPs
Frequently asked questions
- When is the submission deadline?
- Submissions are due September 25, 2026. Questions must be submitted by September 17, 2026.
- Who issued this RFP?
- It was issued by Gilbert Public Schools. The work is located in Gilbert, Arizona, United States.
- Who is a good fit for this opportunity?
- Registered financial advisory firm with retirement planning expertise
- Experience advising public-sector employees on pension benefits and retirement eligibility
- Capability to provide investment, income, insurance, estate, and legacy planning education
- Qualified advisors familiar with survivor benefits, beneficiary options, and phased retirement
- Demonstrated experience delivering employee financial wellness or retirement education programs
Analysis generated by Settle AI from the source RFP.
RFP Hunter shows what is open. Settle shows what is forming.
Settle pieces together buyer signals, budgets, contract activity, and the sources your team already monitors. See why an opportunity fits and what to do before the RFP posts.