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FINANCIAL_SERVICESONGOING

Pajaro Valley Unified School District Board of Education Agenda 2026-03-18

District Continues SERP Administration with Keenan Financial

Pajaro Valley UnifiedKEENAN FINANCIAL SERVICESMarch 18, 2026

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WithersRavenel logo
Derivita logo
Comcate logo
SafeTouch logo
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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
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Description

The district continues its collaboration with Keenan Financial Services to implement and administer the Supplemental Employee Retirement Plan, supporting workforce planning and fiscal stabilization. Keenan manages the SERP structure under which the district funds 70% of participants’ annual salary as a retirement benefit.

Contract Details

Vendor

KEENAN FINANCIAL SERVICES

Agency

Pajaro Valley Unified, CA

Contract Type

FINANCIAL_SERVICES

Document Date

March 18, 2026

Contract Term

Through at least June 30, 2026 (SERP enrollment deadline)

Renewal Info

SERP authorized by Resolution #25-26-16 with Keenan engaged for implementation and administration; no specific renewal terms stated.

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