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  5. ›FINANCIAL SERVICES RETIREMENT PLANNING

Township of Toms River·New Jersey

FINANCIAL SERVICES RETIREMENT PLANNING

Closes 5/19/2026$50k – $200kRequest for Proposal
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Description

The Township of Toms River is seeking proposals for financial services retirement planning. The selected vendor will provide financial advisory services to the township. The scope of work includes providing financial planning and advisory services. The contract will be awarded to the vendor that best meets the needs and interests of the township. The vendor must comply with all applicable laws and regulations, including affirmative action and equal employment opportunity requirements. Key points to consider: • The vendor must provide financial advisory services to the township • The vendor must comply with all applicable laws and regulations • The contract will be awarded to the vendor that best meets the needs and interests of the township • The vendor must provide a price certification and other mandatory documents • The vendor must have the necessary insurance coverage and business registration certificate

Attached files

The solicitation documents live at the source — open the bid source above to download them.

Contact

TOWNSHIP OF TOMS RIVER PURCHASING(Purchasing Staff)

[email protected]

(732) 341-1000 Ext: 8202

Key dates

Opened
5/7/2026
Closes
5/19/2026
Projected award
5/27/2026

Last updated

Details

Type
Request for Proposal
Industry
Financial Services
NAICS
523930
Solicitation №
PROPOSAL-2026-178

Budget estimate

$50,000 – $200,000

The budget for this contract is likely to be in the range of $50,000 to $200,000 per year, depending on the scope of work and the level of services required. The township's budget for financial services is not specified, but the contract is expected to be awarded for a period of one year, with the option to renew. The vendor's pricing will depend on their experience, qualifications, and the level of services they propose to provide.

AI estimate from the solicitation

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