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Cooperative Agreements to USA Nonprofits, Agencies, Tribes, and IHEs for Projects to Assist the Elderly with Receiving Pension Benefits

Pension Counseling and Information Projects

GrantWatch ID# 207863
Agency: Federal

Funding Source
U.S. Department of Health and Human Services, Administration for Community Living
CFDA Number: 93.048
Funding or PIN Number: HHS-2023-ACL-AOA-PCRP-0020
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Geographic Focus

Important Dates
Deadline: 03/21/23 11:59 PM ET Save

Grant Description
Cooperative agreements to USA nonprofit organizations, state and local agencies, Tribes, hospitals, and IHEs for projects to assist elderly individuals with receiving pension benefits. Applicants are advised that required registrations may take several weeks to complete.

The counseling projects provide individuals who reside in, have worked in, or have some other pension or employer connection to the regional service area with the following services: drafting administrative pension claims and appeals, and providing representation and support through administrative proceedings; identifying and pursuing pension benefits from clients' prior employers; answering basic questions about rights and remedies under all public and private pension systems throughout the service region; operating a region-wide outreach program to ensure public and provider awareness of the Program's broad focus of assisting individuals with pension and retirement savings problems, regardless of age or income; and targeting certain outreach efforts to those in greatest need.

Pension issues do not occur in a vacuum and accordingly ACL expects counseling projects to have the capacity to identify (issue-spot) and appropriately refer individuals with whom they are working on pensions matters for appropriate assistance, including but not limited to elder abuse. ACL expects counseling projects to pursue a comprehensive approach to advancing equity for all, including people of color and others who have been historically underserved, marginalized and adversly affected by persistent poverty and inequity. Advancing equity can create opportunities for the improvement of communities that have been historically underserved, which benefits everyone.

The Pension Counseling and Information Program effort to protect financial security in retirement directly supports ACL’s interests in promoting increased choice and greater independence among older adults. The activities of the program serve to enhance the financial, as well as the emotional, physical, and mental well-being of older adults, thereby increasing their capacity for independent choice with regard to health care and medication, nutrition, and living conditions, as well as planning for long-term care. These decisions, in turn, support security and independence in retirement, enabling retirees to make informed financial and other choices in retirement, and to enable retirees to remain in their own homes and communities with high quality of life. The Program significantly contributes to the overall mission of AoA in the following ways:

  • Monetary recoveries help individuals achieve and maintain a steady income stream providing financial security, which in turn may allow them to remain in their homes and communities;
  • Outreach information directly increases access of consumers on issues related to make informed decisions with respect to pensions and other employer-sponsored retirement plans.
  • Direct information and advocacy services efficiently fill an important gap across a broad spectrum of need, since no single government agency has a comprehensive and person-centered formal responsibility to assist retirement plan participants.
  • Program capacity is maximized through partnerships with community-based organizations and the aging network.

For additional details on project goals, objectives, and activities, see p. 6 of the FOA in Attached Files.


  • Unrestricted (i.e., open to any type of entity below), subject to any clarification in the text field entitled "Additional Information on Eligibility"

Additional Eligibility Criteria
Domestic public or private non-profit entities including state and local governments, Indian tribal governments and organizations (American Indian/Alaskan Native/Native American), faith-based organizations, community-based organizations, hospitals, and institutions of higher education, with a proven record of advising and representing individuals who have been denied employer or union-sponsored retirement income benefits, and which have the capacity to deliver services on a regional basis.

Faith-based and community organizations that meet eligibility requirements are eligible to receive awards under this funding opportunity announcement.

Individuals, foreign entities, and sole proprietorship organizations are not eligible to compete for, or receive, awards under this announcement.

For Funding Restrictions, see p. 24 of the FOA in Attached Files.

Pre-Application Information
Due Date for Applications: 03/21/2023 by 11:59 PM ET
Applications that fail to meet the application due date will not be reviewed and will receive no further consideration. You are strongly encouraged to submit your application a minimum of 3-5 days prior to the application closing date. Do not wait until the last day in the event you encounter technical difficulties, either on your end or, with

Please note, ACL requires applications for all announcements to be submitted electronically through in Workspace. The registration process can take several days. If your organization is not currently registered, please begin this process immediately.

All applicants must have a UEI and be registered with the System for Award Management (SAM, and maintain an active SAM registration until the application process is complete, and should a grant be made, throughout the life of the award.

Under this ACL program, ACL will fund no more than 75% of the project’s total cost, which means the applicant must cover at least 25% of the project’s total cost with non-Federal resources. In other words, for every three (3) dollars received in Federal funding, the applicant must contribute at least one (1) dollar in non-Federal resources toward the project’s total cost.

View this opportunity on

For a list of relevant application documents, go to the Package tab (press Preview) on the link above.

Additional Funding Information

Estimated Total Program Funding:


Number of Grants

Estimated Size of Grant
Award Floor: $188,000 per budget period
Award Ceiling: $300,000 per budget period

Term of Contract
Length of Project Period: 60-month project period with five 12-month budget periods

The anticipated project period start date for this announcement is: 07/01/2023

Contact Information
Project Officer:
Jeremy Bell
Phone: (202) 795-7374
Office of Elder Justice and Adult Protective Services

Grants Management Specialist:
Miles Rather
Phone: (202) 240-3165
Office of Grants Management

For assistance with, please contact them at or 800-518-4726 between 7:00 a.m. and 9:00 p.m. Eastern Time.

RFP & Supporting Documents
Full Grant Text RFP

Before starting your grant application, please review the funding source's website listed below for updates / changes / addendums / conferences / LOIs.

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