- Country: USA
- Summary: Notice of Sole Source Intent - Regulatory Support Reports & Data Subscription
- UST Ref No: 120395809
- Deadline: 09 Jun 2025
- Financier: Self Financed
- Purchaser Ownership: Government
- Tender Value: Refer Document
- Notice Type: Tender
- Document Ref. No.: ACQ-25-0323
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- Description:
- Description
Cerulli Associates, Inc.699 Boylston St FL 16Boston, Massachusetts 02116The Department of Labor (DOL), Office of Assistant Secretary of Administration and Management (OASAM), intends to negotiate on a sole source basis with Cerulli Associates, Inc under the authority of FAR 13.106‐1(b)(1)(i) - Soliciting from a Single Source.The Employee Benefits Security Administration (EBSA) requests the renewal of the agencies Regulatory Support Reports and Data Subscription currently provided by Cerulli Associates, Inc. The Regulatory Support Reports and Data Subscription is a used by the DOL EBSA to secure historical, current, and projected information on retirement markets, investment vehicles and stakeholders impacted by its regulations and programs, such as IRAs, annuity market, employer-sponsored retirement plans, registered investment advisers, broker-dealers, retirement plan participants and retail investors. Specifically, EBSA is seeking reports and databases which provide comprehensive data on these topics: small and mid-sized retirement plans; retirement plan participants; projected IRA assets; projected annuity sales; retail investors- rollover decisions; retail investors- relationships with financial advisors and broker-dealers and registered investment advisors; retail and institutional use of alternative investments including hedge funds, private equity, cryptocurrency, and special purpose acquisition companies (SPACs); and how institutional and retail investors use Environmental, Social, and Governance (ESG) factors.This software subscription is proprietary to Cerulli Associates, Inc. EBSA is responsible to administer and enforces the reporting, disclosure, and fiduciary requirements of Title I of the Employee Retirement Income Security Act of 1974 (ERISA). EBSA-s oversight ensures the security of the private-sector, employer-sponsored retirement, health, and other workplace related benefits of American workers and their families. EBSA has an ongoi... - Documents:
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CLICK HERE TO LOGINNotice of Sole Source Intent - Regulatory Support Reports & Data Subscription - USA Tender
The LABOR, DEPARTMENT OF | OFFICE OF THE ASSISTANT SECRETARY FOR ADMINISTRATION AND MANAGEMENT, a Government sector organization in USA, has announced a new tender for Notice of Sole Source Intent - Regulatory Support Reports & Data Subscription. This tender is published on USARFP under UST Ref No: 120395809 and is categorized as a Tender. Interested and eligible suppliers are invited to participate by reviewing the tender documents and submitting their bids before the deadline on 2025-06-09.
The estimated tender value is Refer Document, and full details, including technical specifications and submission requirements, are provided in the official tender documents. Ensure all submissions meet the criteria outlined to be considered for evaluation.
