This Government Contract opportunity from North Carolina was posted on June 10, 2025. The submission period has ended. Browse the details below for market research, or find similar active opportunities.

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Participant Financial Education & Investment Advice

Closed

State & Local

Submission Closed07/01/2025, 12:00:00 AM UTC

Contract Overview

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

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NAICS: 523930

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SLED

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Oregon State Treasury

POSTED

about 1 month ago

DEADLINE

in about 1 month

AI Contract Overview

The Participant Financial Education and Investment Advice subcontract, issued by the UNC System Office Design/Construction in North Carolina, focuses on providing comprehensive financial guidance to retirement plan participants. The selected provider will deliver a mix of educational programs and personalized investment advice through registered representatives, utilizing a combination of workshops, digital tools, and multilingual support to ensure accessibility for all participants. This opportunity is categorized under NAICS code 523930 and was posted on June 10, 2025. Interested parties must submit their responses by the deadline of July 1, 2025. Further details regarding the solicitation can be accessed through the North Carolina electronic vendor portal.

General Info

UNC System seeks financial education and investment advice services for retirement plan participants.

Agency

North Carolina → UNC System Office Design/Construction

NAICS

523930 - Investment Advice

Place of Performance

NC, USA

Set-Aside

NONE

Documents

This scope was carved out of 68-SOIIAS0625.

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

View the prime solicitation

Investment Advisory Services for Institutional Funds

AI Contract Breakdown

Uniform Contract Format

No documents to break down

The breakdown needs solicitation documents. None were found from this contract's source.

Timeline

PhaseClosed

PostedJun 10

subcontract

Response DeadlineJul 1

Deadline has passed

Submission Closed

07/01/2025, 12:00:00 AM UTC

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Organization & Contact Information

AgencyNorth Carolina → UNC System Office Design/Construction

ContactsNo contacts available

OfficeN/A

Organization / AgencyNorth Carolina → UNC System Office Design/Construction

Office AddressN/A

ContactsNo contact information available

Full Description

Deliver financial education programs and one-on-one investment advice to retirement plan participants through registered representatives, including workshops, digital tools, and multilingual support.