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Financial Education and Plan Guidance Services

Active

State & Local

Response Deadline09/25/2026, 09:00:00 PM UTC

Contract Overview

Solicitation details, issuing organization, response deadlines, documents, and interested companies for this government contract opportunity.

AI Contract Overview

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This subcontract for Financial Education and Plan Guidance Services involves providing one-on-one and group financial education for prime contractors associated with Gilbert Public Schools deferred compensation projects. The service provider is responsible for delivering balanced explanations regarding HRA and 403(b) options, tax considerations, and investment risks, while ensuring compliance with federal tax laws and the Economic Growth and Tax Relief Reconciliation Act of 2001. The contractor must hold professional financial guidance licenses to ensure employees make informed account selections. This opportunity is managed by the Purchasing agency in Arizona under NAICS code 523130, with a response deadline set for September 25, 2026.

General Info

Subcontract for financial education and plan guidance services for Gilbert Public Schools employees.

Agency

Arizona → PurchasingView Agency

NAICS

523130 - Commodity Contracts DealingView NAICS

Place of Performance

AZ, USA

Set-Aside

NONE

Documents

This scope was carved out of 27-16-31.

The full solicitation package (1 document), including the RFP, is on the prime solicitation, not on this scope.

View the prime solicitation

Deferred Compensation Plan Provider Services

AI Contract Breakdown

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No contract breakdown available.

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Timeline

PostedSep 4

subcontract

Response DeadlineSep 25

Submission deadline

Response Deadline

09/25/2026, 09:00:00 PM UTCin 19 days

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Organization & Contact Information

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AgencyArizona → Purchasing

ContactsNo contacts available

OfficeN/A

Organization / Agency

Arizona → Purchasing

View Agency Profile

Office AddressN/A

ContactsNo contact information available

Full Description

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Performs one-on-one and group financial education for prime contractors on Gilbert Public Schools deferred compensation projects. Provides balanced explanations of HRA versus 403(b) options, tax considerations, and investment risks. Explains the Economic Growth and Tax Relief Reconciliation Act of 2001 (EGTRRA) and federal tax laws. Requires professional financial guidance licenses. Delivers informed employee account selections.

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