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FINANCIAL_SERVICESAPPROVED

Point Pleasant Beach Board of Education Agenda 2026-06-16

AXA Equitable Named TSA Provider for 2026-27

Point Pleasant Beach School DistrictAXA EQUITABLEJune 16, 2026

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WithersRavenel logo
Derivita logo
Comcate logo
SafeTouch logo
IANS Research logo
Motive logo
Veritone logo
TerraCycle logo
Cyvl logo
WithersRavenel logo
Derivita logo
Comcate logo
SafeTouch logo
IANS Research logo
Motive logo
Veritone logo
TerraCycle logo
Cyvl logo
WithersRavenel logo
Derivita logo
Comcate logo
SafeTouch logo
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Description

The Board approved AXA Equitable with broker Grady Edwards to provide tax shelter annuity salary reduction agreements for the 2026-2027 school year. This enables staff to use AXA Equitable products for voluntary retirement contributions.

Contract Details

Vendor

AXA EQUITABLE

Agency

Point Pleasant Beach School District, NJ

Contract Type

FINANCIAL_SERVICES

Document Date

June 16, 2026

Contract Term

2026-2027 school year

Renewal Date

2027-06-30

Renewal Info

Annual approval as a district tax shelter annuity provider for 2026-2027.

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