The Employee Benefits Security Administration (EBSA) National Office, a civilian federal agency, awarded a $33.75K firm fixed-price purchase order to Cerulli Associates, Inc. for the acquisition of three Cerulli Reports. The contract, which was competitively awarded without set-aside designation, was awarded on June 29, 2012, with an ultimate completion date of June 28, 2013. Performance is located in Washington, DC.
Cerulli Associates, a Boston-based for-profit research and consulting firm specializing in financial services industry analysis, provided EBSA with access to specialized reports covering asset management, distribution trends, and comprehensive market analysis relevant to the retirement and benefits sectors. As a Subchapter S Corporation registered in SAM.gov, Cerulli has maintained a consistent contracting relationship with EBSA, delivering proprietary databases and analytical resources that support the agency's regulatory oversight and compliance monitoring efforts related to retirement plans, IRAs, annuities, and other financial instruments affected by employee benefit regulations.