Pre-retirement seminar
Closed Solicitation Posted
- Solicitation number
- 021915-2
- Agency
-
United States Tax Court
- Responses due
- Set-aside
- No set-aside
Opportunity facts
- NAICS code
- 541612 Human Resources Consulting Services
- PSC
- Not on record
- Place of performance
- Uniited States Tax Court 400 Second Street, NW Washington, District of Columbia 20217, United States
Notice details come from SAM.gov. Updated .
Notice text
The United States Tax Court is seeking bids from approved vendors for a pre-retirement seminar for employees within 5-10 years of retirement. Approximately 30 attendees and their spouses are expected to attend. Seminar is to include the following requirements:
Date:
Late in the FY 2015 - July, August (1st choice) or September
2-3 day seminar preferred
Number of Employees:
30-40 (Spouses no charge - if possible)
Topics:
FERS/FERS Transferees
CSRS and CSRS Offset
Phased Retirement
Survivor Annuities
Social Security (Coordination with FERS and CSRS)
Civilian and Military Service Deposits and Redeposits
Benefits in retirement (FEHB, FEGLI, FEDVIP, Long Term Care Insurance)
FEHB and Medicare
Thrift Savings Plan investing/withdrawal options
Financial Planning/Estate Planning/Legal Matters
Health/Wellness/Transition into Retirement
Audio/Visual Aids:
Presenters must bring laptop, if needed
Tax Court may provide LCD projector, Flip Charts, Dry Erase Board
No Audio available for videos.
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