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FINANCIAL_SERVICESAPPROVED

Pajaro Valley Unified School District Board Agenda January 2026

Keenan Financial Services to Administer SERP for PVUSD

Pajaro Valley UnifiedKEENAN FINANCIAL SERVICESJanuary 14, 2026

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WithersRavenel logo
Derivita logo
Comcate 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

Pajaro Valley USD approved Keenan Financial Services as the contract administrator for the Supplemental Employee Retirement Plan, effective July 1, 2026. Board Resolution No. 25-26-16 was adopted to facilitate the contract and implementation of the SERP, funding is based on participant enrollment and salary.

Contract Details

Vendor

KEENAN FINANCIAL SERVICES

Agency

Pajaro Valley Unified, CA

Contract Type

FINANCIAL_SERVICES

Document Date

January 14, 2026

Contract Term

effective July 1, 2026; funding over 5 years based on eligible enrollment and salary levels

Renewal Date

2031-07-01

Renewal Info

No automatic renewals stated. 5-year funding based on participation. Board may rescind if participation fails to meet operational/financial goals.

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