Toms River Township Opengov #PROPOSAL-2026-178

Toms River Township Solicits Financial Advisory Services for Retirement Planning

The Township of Toms River Finance Department is seeking proposals for professional financial services focused on retirement planning. - Government Buyer: - Township of Toms River, Finance Department (Ocean County, NJ) - OEMs and Vendors: - No specific Original Equipment Manufacturers (OEMs) or vendors are named in the solicitation - Products/Services Requested: - Financial advisory services for retirement planning (1 unit/hour) - Clerical support services related to retirement planning, if needed (1 unit/hour) - Unique or Notable Requirements: - Compliance with New Jersey state regulations on equal employment opportunity and corporate ownership disclosure - Submission of business registration, W-9, and insurance certificates (General, Auto, Professional Liability, Workers Compensation) - Affirmative action documentation required prior to award - Contract is subject to annual funding and may be extended during public emergencies - All responses must be submitted electronically via the OpenGov portal - All proposal documents must be current and specific to this solicitation

Description

The Township of Toms River is soliciting sealed proposals for financial services related to retirement planning. The contract involves providing professional financial advisory services and possibly clerical support as needed. Proposals must comply with New Jersey state regulations regarding equal employment opportunities and corporate ownership disclosures. The contract is subject to annual funding and requires submission of various certifications and insurance documents prior to award. Responses must be submitted electronically by May 19, 2026.

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