The Employee Benefits Security Administration (EBSA) National Office, a civilian agency within the U.S. Department of Labor, awarded a $36,625 firm fixed-price purchase order to Cerulli Associates, Inc., a Boston-based financial services research and consulting firm. The contract, awarded on March 11, 2013, with completion targeted for March 10, 2014, does not utilize any set-aside designations and was competitively awarded. Under this purchase order, Cerulli Associates will provide access to its specialized online subscription services, delivering historical, current, and projected data on financial markets, investment vehicles, and stakeholders regulated by EBSA.
Cerulli Associates brings substantial expertise in the financial services sector, with particular specialization in asset management, distribution trends, and retirement plan research. The contract enables EBSA to access comprehensive reports and proprietary databases covering critical financial areas including retirement plans, IRAs, annuities, and related benefit information. This data and analytical support directly supports the agency's oversight and compliance monitoring efforts across the retirement and employee benefits landscape. As a Subchapter S Corporation registered in SAM.gov since 2012, Cerulli Associates has demonstrated a consistent track record with EBSA, with prior annual contracts ranging from approximately $74.6K to $124.5K, establishing the vendor as a reliable provider of specialized regulatory support resources.
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