Financial Planning Education – RFP #COMM2019-2FPE
Proposal Due Date: August 29, 2019 at 4:00 PM PDT


Los Angeles Fire and Police Pensions (LAFPP or the Plan) requests proposals from firms to develop and conduct financial planning education seminars for the sworn active and DROP membership of LAFPP. The selected firm will develop and present objective and customized financial planning presentations, along with other related retirement planning topics such as estate planning, long term care and aging. The seminars should be designed to suit the needs of members at various stages of their career. The vendor will conduct approximately up to 24 courses per year.

RFP - Financial Planning Education 2019

Financial Planning Education - Addendum and Questions and Answers


Appendix 6.1 Standard Provisions

Appendix 6.2 Required Insurance and Minimum Limits

Appendix 6.3 Bidder CEC Form

Appendix 6.4 Contractor Disclosure Policy

Appendix 6.5 Summary of Plan Provisions

Appendix 6.6 Pension Retirement Formula

Appendix 6.7 Years of Service Percentage Chart

Appendix 6.8 Minimum Requirements to Retire