Purchase Order 19FS1A19P0006

This contract award provides retirement and financial planning courses to employees of the Department of the Treasury's Bureau of the Fiscal Service in Alexandria, Virginia. Valued at eleven thousand six hundred forty-four dollars, the firm fixed price contract calls for Government Retirement & Benefits, Inc. to deliver knowledge, materials, and tools to help Fiscal Service personnel make informed decisions regarding their retirement benefits. Awarded against the contractor's Multiple...

The Office of the Comptroller of the Currency (OCC) awarded a delivery order valued at $373,490 to Planning, Inc., a Virginia-based minority-owned, veteran-owned, and service-disabled veteran-owned small business, for Retirement Seminars Training Support Services. The contract, awarded on July 22, 2020, with an ultimate completion date of January 21, 2026, is set aside for small businesses under firm fixed-price terms. Performance will take place in Washington, DC. This delivery order likely...

This federal contract award was issued by the Foreign Service Institute, a civilian agency within the U.S. Department of State, to SSB Wealth Management, Inc., doing business as Rembert Pendleton Jackson. The $3,750.00 firm fixed price purchase order is for SSB Wealth Management to conduct five financial management training sessions called "Financial Management for the RV 101/RV105/RV106" for Department of State employees participating in rotational visa assignments. The contract has...

This contract is for RETIREMENT AND FINANCIAL SEMINARS, awarded by a U.S. government agency to National Institute Of Transition Planning, Inc. (NITP), a for-profit, woman-owned small business. The contract has a total ceiling value of $339,500.00 and is a Firm Fixed Price Purchase Order. The services provided under this contract include delivering seminars, training sessions, and courses on topics such as federal benefits, estate planning, financial management, and transitioning from federal...

The Department of the Treasury Bureau of the Fiscal Service awarded a firm fixed price contract valued at eleven thousand six hundred forty-four dollars to Government Retirement & Benefits, Inc. to provide retirement and financial planning courses to Fiscal Service employees. The contract was awarded on April 6, 2022 under the Multiple Award Schedule contract vehicle and calls against the Bureau's blanket purchase agreement. Performance will take place in Alexandria, Virginia through June...

The Department of the Treasury United States Mint awarded a $1,130 firm fixed price delivery order to Employee Benefit Advisors, Inc. of Washington, DC for a mid-career retirement seminar. The seminar will provide Treasury employees with information and guidance on retirement planning needs and options for mid-career federal workers. No set-aside designation was applied to this order. Employee Benefit Advisors will deliver the seminar in Washington DC by August 31, 2022 to help Treasury...

This is a federal contract award from the U.S. Marine Corps to Wienken Advisors, LTD., a small business limited liability company. The contract is for the provision of pre-retirement planning seminars, with a firm fixed price of $100,800.00 and a performance period ending on July 31, 2018. The contract was awarded on August 25, 2015 and is set aside for small businesses. Wienken Advisors, LTD. is a specialized provider of retirement planning and training services for federal employees, with a...

This firm fixed-price federal contract was awarded by the Defense Finance and Accounting Service (DFAS) to Insight Management Consulting, LLC, a for-profit limited liability company, for retirement training services. The contract has a potential value of $63,540.00 and a completion date of October 31, 2024. The contract is a Blanket Purchase Agreement (BPA) call under Insight's Multiple Award Schedule (MAS) contract vehicle. Insight has an extensive history of providing training, coaching, and...

CEM Global Tax Planning LLC was awarded a firm fixed price purchase order valued at $6,562.50 by the Department of State's Foreign Service Institute to provide an RV101 Retirement Planning Seminar titled "Tax Considerations Within Ten Years of Retirement." The seminar will cover tax planning considerations for federal employees nearing retirement and will be delivered in Arlington, Virginia between August 2023 and August 2024. As the prime contractor, CEM Global Tax Planning LLC will...

The Department of State Foreign Service Institute awarded a $2,250.00 firm fixed price purchase order to the National Institute of Transition Planning, Inc. (NITP) to provide an RV101 Retirement Planning Seminar titled "Planning for a Less Taxing Retirement" for the period of performance from July 28, 2022 to July 27, 2023. NITP is a for-profit organization that specializes in providing federal employee retirement planning services, including seminars, training sessions, and courses on...