Industry Day - Investment Education Services
Closed Special Notice Posted
- Solicitation number
- TIB-2010-RFP-0501
- Responses due
- Set-aside
- No set-aside
Opportunity facts
- NAICS code
- 523930 Investment Advice
Notice details come from SAM.gov. Updated .
Notice text
4 versions
Update #4 · Latest ·
The Federal Retirement Thrift Investment Board (FRTIB) is inviting contractors to an Industry Day on Tuesday, January 26, 2010 at 1250 H Street NW, 2nd Floor Training Room, Washington DC 20005 from 8AM to 11 AM. The purpose of this meeting is for FRTIB to receive information on industry best practices, education and advice options and capabilities from vendors offering financial education and/or advice to participants in defined contribution plans. There will also be an opportunity for one-on-one interface with FRTIB program management and contracting personnel in private, pre-arranged one-hour sessions later in the day.
To attend, interested vendors should contact the POC via email with name of organization, names of individuals attending, contact phone number and if a one-on-one session is desired . Registration closes on Monday, January 18, 2010 at noon.
Background
The FRTIB will be introducing a Roth TSP in late 2011. This new feature will allow Thrift Savings Plan (TSP) participants to make after-tax deferrals, in addition to traditional before-tax deferrals to the plan. For many, the decision to defer on a pre- or post-tax basis will be based on a tax decision, as opposed to a pure investment decision. We believe the addition of the Roth deferral option may have the unintended effect of confusing some participants, when deciding whether to elect traditional or Roth deferrals. Consequently, the FRTIB is contemplating the feasibility and effectiveness of adding an education/advice component to the TSP program.
This participant-directed education/advice would principally support the tax decision, but might also include a component of general financial/retirement counseling. Tools used might include a spectrum of options including, but not limited to written collateral, web-based tools, telephonic customer service support and individual counseling.
Please refer to www.frtib.gov for additional demographic and other plan-related information.
It is anticipated that a request for proposal will be posted some time after the Industry Day.
FRTIB Industry Day, Tuesday, January 26, 2010, Federal Retirement Thrift Investment Board, 1250 H Street NW, Suite 200, Washington DC 20005, Contracting Office Address: Federal Retirement Thrift Investment Board, ATTN: Procurement Office, 1250 H Street NW, Suite 200, Washington DC, 20005, Primary Point of Contract: Linda Bethke-Cyr, Contracting Officer, Email: LCyr@tsp.gov, Phone: 202-942-1693, Secondary Point of Contact: Waleska Pierantoni, Contract Specialist, Email: WPierantoni@tsp.gov, Phone: 202-942-1694
Update #3 ·
The Federal Retirement Thrift Investment Board (FRTIB) is inviting contractors to an Industry Day on Tuesday, January 26, 2010 at 1250 H Street NW, 2nd Floor Training Room, Washington DC 20005 from 8AM to 11 AM. The purpose of this meeting is for FRTIB to receive information on industry best practices, education and advice options and capabilities from vendors offering financial education and/or advice to participants in defined contribution plans. There will also be an opportunity for one-on-one interface with FRTIB program management and contracting personnel in private, pre-arranged one-hour sessions later in the day.
To attend, interested vendors must register online at this site. Registration closes on Monday, January 18, 2010 at noon.
Background
The FRTIB will be introducing a Roth TSP in late 2011. This new feature will allow Thrift Savings Plan (TSP) participants to make after-tax deferrals, in addition to traditional before-tax deferrals to the plan. For many, the decision to defer on a pre- or post-tax basis will be based on a tax decision, as opposed to a pure investment decision. We believe the addition of the Roth deferral option may have the unintended effect of confusing some participants, when deciding whether to elect traditional or Roth deferrals. Consequently, the FRTIB is contemplating the feasibility and effectiveness of adding an education/advice component to the TSP program.
This participant-directed education/advice would principally support the tax decision, but might also include a component of general financial/retirement counseling. Tools used might include a spectrum of options including, but not limited to written collateral, web-based tools, telephonic customer service support and individual counseling.
Please refer to www.frtib.gov for additional demographic and other plan-related information.
It is anticipated that a request for proposal will be posted some time after the Industry Day.
FRTIB Industry Day, Tuesday, January 26, 2010, Federal Retirement Thrift Investment Board, 1250 H Street NW, Suite 200, Washington DC 20005, Contracting Office Address: Federal Retirement Thrift Investment Board, ATTN: Procurement Office, 1250 H Street NW, Suite 200, Washington DC, 20005, Primary Point of Contract: Linda Bethke-Cyr, Contracting Officer, Email: LCyr@tsp.gov, Phone: 202-942-1693, Secondary Point of Contact: Waleska Pierantoni, Contract Specialist, Email: WPierantoni@tsp.gov, Phone: 202-942-1694
Update #2 ·
The Federal Retirement Thrift Investment Board (FRTIB) is inviting contractors to an Industry Day on Tuesday, January 26, 2010 at 1250 H Street NW, 2nd Floor Training Room, Washington DC 20005 from 8AM to 11 AM. The purpose of this meeting is for FRTIB to receive information on industry best practices, education and advice options and capabilities from vendors offering financial education and/or advice to participants in defined contribution plans. There will also be an opportunity for one-on-one interface with FRTIB program management and contracting personnel in private, pre-arranged one-hour sessions later in the day.
To attend, interested vendors must register online at this site. Registration closes on Friday, January 18, 2010 at noon.
Background
The FRTIB will be introducing a Roth TSP in late 2011. This new feature will allow Thrift Savings Plan (TSP) participants to make after-tax deferrals, in addition to traditional before-tax deferrals to the plan. For many, the decision to defer on a pre- or post-tax basis will be based on a tax decision, as opposed to a pure investment decision. We believe the addition of the Roth deferral option may have the unintended effect of confusing some participants, when deciding whether to elect traditional or Roth deferrals. Consequently, the FRTIB is contemplating the feasibility and effectiveness of adding an education/advice component to the TSP program.
This participant-directed education/advice would principally support the tax decision, but might also include a component of general financial/retirement counseling. Tools used might include a spectrum of options including, but not limited to written collateral, web-based tools, telephonic customer service support and individual counseling.
Please refer to www.frtib.gov for additional demographic and other plan-related information.
It is anticipated that a request for proposal will be posted some time after the Industry Day.
FRTIB Industry Day, Tuesday, January 26, 2010, Federal Retirement Thrift Investment Board, 1250 H Street NW, Suite 200, Washington DC 20005, Contracting Office Address: Federal Retirement Thrift Investment Board, ATTN: Procurement Office, 1250 H Street NW, Suite 200, Washington DC, 20005, Primary Point of Contract: Linda Bethke-Cyr, Contracting Officer, Email: LCyr@tsp.gov, Phone: 202-942-1693, Secondary Point of Contact: Waleska Pierantoni, Contract Specialist, Email: WPierantoni@tsp.gov, Phone: 202-942-1694
Update #1 ·
The Federal Retirement Thrift Investment Board (FRTIB) is inviting contractors to an Industry Day on Tuesday, January 26, 2010 at 1250 H Street NW, 2nd Floor Training Room, Washington DC 20005 from 8AM to 11 AM. The purpose of this meeting is for FRTIB to receive information on industry best practices, education and advice options and capabilities from vendors offering financial education and/or advice to participants in defined contribution plans. There will also be an opportunity for one-on-one interface with FRTIB program management and contracting personnel in private, pre-arranged one-hour sessions later in the day.
To attend, interested vendors must register online at this site. Registration closes on Friday, January 15, 2010 at the close of the business day.
Background
The FRTIB will be introducing a Roth TSP in late 2011. This new feature will allow Thrift Savings Plan (TSP) participants to make after-tax deferrals, in addition to traditional before-tax deferrals to the plan. For many, the decision to defer on a pre- or post-tax basis will be based on a tax decision, as opposed to a pure investment decision. We believe the addition of the Roth deferral option may have the unintended effect of confusing some participants, when deciding whether to elect traditional or Roth deferrals. Consequently, the FRTIB is contemplating the feasibility and effectiveness of adding an education/advice component to the TSP program.
This participant-directed education/advice would principally support the tax decision, but might also include a component of general financial/retirement counseling. Tools used might include a spectrum of options including, but not limited to written collateral, web-based tools, telephonic customer service support and individual counseling.
Please refer to www.frtib.gov for additional demographic and other plan-related information.
It is anticipated that a request for proposal will be posted some time after the Industry Day.
FRTIB Industry Day, Tuesday, January 26, 2010, Federal Retirement Thrift Investment Board, 1250 H Street NW, Suite 200, Washington DC 20005, Contracting Office Address: Federal Retirement Thrift Investment Board, ATTN: Procurement Office, 1250 H Street NW, Suite 200, Washington DC, 20005, Primary Point of Contract: Linda Bethke-Cyr, Contracting Officer, Email: LCyr@tsp.gov, Phone: 202-942-1693, Secondary Point of Contact: Waleska Pierantoni, Contract Specialist, Email: WPierantoni@tsp.gov, Phone: 202-942-1694
Files
| File | Type | Posted |
|---|---|---|
| ID Vendor Participant List.pdf | ||
| Industry Day Agenda.pdf | ||
| TSP Roth Fin Educ Industry Day slides.pdf | ||
| Questions from Industry Day edits.pdf | ||
| http //tsp.gov/ | — |
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