MODIFICATION
U -- Industry Day - Investment Education Services
- Notice Date
- 12/22/2009
- Notice Type
- Modification/Amendment
- NAICS
- 523930
— Investment Advice
- Contracting Office
- Federal Retirement Thrift Investment Board, Office of Financial Service, Office of Financial Service-Procurement and Contracts, 1250 H. Street, N.W., Suite 200, Washington, District of Columbia, 20005, United States
- ZIP Code
- 20005
- Solicitation Number
- TIB-2010-RFP-0501
- Archive Date
- 12/31/2010
- Point of Contact
- Linda K. Bethke-Cyr, Phone: 2029421693, Waleska M. Pierantoni-Monge, Phone: 2029421694
- E-Mail Address
-
LCyr@tsp.gov, wpierantoni@tsp.gov
(LCyr@tsp.gov, wpierantoni@tsp.gov)
- Small Business Set-Aside
- N/A
- Description
- The Federal Retirement Thrift Investment Board (FRTIB) is inviting contractors to an Industry Day on Tuesday, January 26, 2010 at 1250 H Street NW, 2 nd 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
- Web Link
-
FBO.gov Permalink
(https://www.fbo.gov/spg/FRTIB/OA/WashingtonDC/TIB-2010-RFP-0501/listing.html)
- Record
- SN02030042-W 20091224/091222235747-7903a02b501fb797325d8b06adcfbe66 (fbodaily.com)
- Source
-
FedBizOpps Link to This Notice
(may not be valid after Archive Date)
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