The City is seeking to obtain information from prospective service providers relative to providing financial education and/or investment advisory services for participants of the DCP as follows: 1. Financial Education Services • Assign experienced and licensed professionals to provide one-on-one individual financial counseling services to participants of the DCP covering topics such as cash and debt management, budgeting, retirement planning, insurance planning, college saving, tax planning, home purchase planning, eldercare planning, and related topics. • Conduct a comprehensive financial health assessment of a participant’s financial situation, assist the participant in setting goals, and create a customized plan to manage their finances such as reducing debt, increasing savings, establishing and building good credit, etc. 2. Investment Advisory Services • Assist participants of the DCP in assessing their investment elections in relation to their retirement and financial goals. • Provide education to participants regarding the DCP's investment menu. • Provide investment advice and direction for participants' DCP and outside investments in accordance with their stated goals.
