Gilbert Public Schools Opengov #27-17-31

Retirement Financial Advisory Services for Gilbert Public Schools Employees

Gilbert Public Schools is seeking proposals for Retirement Financial Advisory Services to support its district employees. - Government Buyer: - Gilbert Public Schools Purchasing Department (Maricopa County, AZ) - Products/Services Requested: - Retirement Financial Advisory Services - Includes personal retirement planning, financial education, workshops, and support for Arizona State Retirement System (ASRS) pension benefits - Evaluation of employees' financial readiness for retirement - Assistance in developing retirement strategies - One unit of service requested - Unique/Notable Requirements: - Services must be provided at zero direct employer cost - Comprehensive support for ASRS pension benefits is required - Proposals must be submitted electronically via the OpenGov portal - OEMs/Vendors: - No specific OEMs or vendors are named in the solicitation

Description

Gilbert Public Schools is seeking proposals for Retirement Financial Advisory Services to provide personal retirement planning and related services to district employees. The services include understanding ASRS pension benefits, evaluating retirement readiness, developing retirement strategies, and providing education and workshops. The project aims to establish services at zero employer cost. Proposals must be submitted electronically via the Gilbert Public Schools OpenGov portal by September 25, 2026.

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