Administration on Aging · Federal agency

Pension Counseling & Information Projects

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Award $43k Deadline 6595 days ago Location Alabama Type grant Level Federal Closed posted Jun 30, 2008

This program is closed. The last application deadline was Jul 28, 2008.

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✦ AI Summary

Who can apply: Federal-level applicants (see eligibility for details).
Funding amount: up to $42,500 (total pool ~$212,500).
Next deadline: July 28, 2008.
Issued by: Administration on Aging.

How was this generated?

The “key facts” mode pulls structured fields directly from the official source posting (amount, deadline, eligibility tags). The AI mode adds a short plain-English narrative on top, generated from the same source. Always verify with the agency before applying.

AI-generated. Always verify with the official source.

Who can apply — at a glance

Eligible applicants: see the Eligibility tab for the criteria from the official announcement.
Where: Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virginia, Washington, West Virginia, Wisconsin, Wyoming, District of Columbia.
Award: $43k. Total program pool: $212,500.
Matching funds: not required.
Deadline type: Fixed.

Compiled from the official listing's structured fields — always verify with the funder before applying.

About the funder

Administration on Aging is a federal-level funder.

See all 21 open programs from this agency →

Award amount

$43k

Deadline

6595 days ago

Jul 28, 2008

Total pool

$213k

About this opportunity

Program HistorySince 1993, the Administration on Aging (AoA) has funded the Pension Counseling and Information Program (the Program) to help individuals understand and exercise their pension rights. The Program is founded upon two service hallmarks: trustworthy and personalized assistance, regardless of age, income or value of the pension claim; and, broad-based expertise covering all employer-sponsored pension and retirement savings plans, regardless of sponsor type (public, private) or plan type (defined benefit, defined contribution). Since its inception as a demonstration program under the Older Americans Act, the AoA has worked to identify operational practices that contribute most significantly to counseling projects’ overall success. This has resulted in a return on investment of more than $5 in client benefits for every federal dollar invested, as well as the Program’s permanence under the Older Americans Act. With this funding supplement, AoA looks for continued and increased operational consistency across, and cooperation within, the network of counseling projects and its technical assistance provider.Project Goals, Objectives and ActivitiesThe Program currently funds 5 multi-state, regional pension counseling projects serving a total of 22 states at an annual operating budget per project of approximately $157,500 per project year. A sixth regional pension counseling project grant will be competed and funded for a two-year project period at approximately $200,000 per year, under amended program guidelines requiring expanded services, and increased coordination with other regional counseling projects and the national technical assistance project. This supplemental funding announcement will bring current grantees into alignment with the latest requirements for the AoA Pension Counseling and Information Program guidelines. The following outline details only the amendments, as denoted by italics, to the previous programmatic guidelines (under which currently funded projects operate) that are the focus of this supplemental funding opportunity.Applicants should address in their proposals how they intend to use the supplemental funds to meet the new requirements indicated in the following italicized sections: A. Regional Pension Counseling and Information Services.1. Counseling and Information Services. a. Quick-Call Services: b. Case Services:c. Referral Services: The purpose of a project’s referral efforts is to build and utilize a cohesive region-wide network of private and public service providers to serve clients whose needs are outside the scope of counseling and information services. To meet this need, projects must identify or establish region-wide, low- or no-cost referral networks. Applicants should detail their coordination with existing networks, such as the National Pension Lawyers Network, where available and appropriate. Referral services should cover the following areas: i. Employee benefits litigation; ii. Pension-related actuarial and accounting services; iii. Drafting and filing of Qualified Domestic Relations iv. Counseling or advocacy services regarding other employer-sponsored welfare benefitsv. Counseling or advocacy services regarding Social Security Disability Insurance (OASDI) program, and other public benefit or entitlement programs;vi. Financial education, and other retirement and estate planning services; and,vii. Elder rights and other consumer protection matters. 2. Regional Service Delivery: All projects must be regional, generally requiring that a proposed project must serve a minimum of two (2) or more states (see exception, 2.b. below). Project design must provide for equivalent access to services throughout the region served (such as through the use of a toll-free phone number, website or other no cost mechanisms).

Funding agency

Administration on Aging

Federal agency

Who can apply

Eligibility details aren't on file yet — check the agency source link in the Documents tab for the latest rules.

Geographic eligibility

Alabama
Alaska
Arizona
Arkansas
California
Colorado
Connecticut
Delaware
Florida
Georgia
Hawaii
Idaho
Illinois
Indiana
Iowa
Kansas
Kentucky
Louisiana
Maine
Maryland
Massachusetts
Michigan
Minnesota
Mississippi
Missouri
Montana
Nebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
North Carolina
North Dakota
Ohio
Oklahoma
Oregon
Pennsylvania
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
Vermont
Virginia
Washington
West Virginia
Wisconsin
Wyoming
District of Columbia

How to apply

We don't have application instructions on file yet — head straight to the official source.

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Source documents

View on agency site

Canonical NOFO, application packet, and forms

No supplemental documents yet.

Direct downloads (NOFO PDFs, application forms, FAQs) will appear here once our team attaches them. For now, the agency site has the canonical packet.

Citation details

Source systemgrants.gov

Source ID42187

PostedJun 30, 2008

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Match score

Estimated based on this fund's profile

Award size $43k

Deadline 6595 days ago

Level Federal

Type grant

Apply on agency site