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Request For Proposal For Financial Education Provider

RFP Documents:
Entire RFP document (PDF Format)
RFP Addendum   
June 5, 2007


Dear Proposer:

The Los Angeles City Employees’ Retirement System (LACERS) is seeking proposals from financial planning education firms that specialize in providing independent, unbiased retirement planning seminars to public pension systems. The selected firm will be paid for their services and no business solicitation of seminar attendees will be permitted.

The selected firm will provide beginning, intermediate, and advanced mid-career retirement planning seminars on a monthly basis to groups of approximately 40 active City employees per seminar. The selected firm should be available for presentations to, and consultations with, LACERS staff on issues pertaining to their services.

Those interested in providing these services must submit a proposal in accordance with the instructions found in the attached Request for Proposal (RFP). The RFP and other associated documents may also be downloaded from LACERS’ website at www.lacers.org.

Please submit five (5) copies of your proposals and one (1) soft copy on disk or CD by Friday, July 13, 2007 at 4:00 p.m. to:

Linda Aparicio, Public Information Director
Los Angeles City Employees’ Retirement System (LACERS)
360 E. Second Street, 2nd Floor
Los Angeles, CA 90012

Additional copies maybe requested if selected for an interview. Should you have any questions or require further information, please contact Linda Aparicio, Public Information Director at (213) 473-7164, or by email at linda.aparicio@lacity.org.