Requests For Proposals
Financial Counseling Services – RFP #COMM2019-3FC
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 offer counseling services to assist individual members in developing a personalized comprehensive financial plan.
RFP - Financial Counseling Services 2019
Financial Counseling Services - Addendum and Questions and Answers
- 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
- Appendix 6.1 Standard Provisions
- Read more
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
- Read more