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Wauwatosa Sets Three-Year Advisory Deal with RPA for 457(b)

City of Wauwatosa logoCity of Wauwatosa
Disclosed value
0.08% of plan assets
From agenda
Document date
Jul 15, 2025
Term
3 years

The 30-second brief

What it covers

A three-year contract with Retirement Plan Advisors for investment and plan support services for Wauwatosa’s 457(b) plan is recommended at an annual fee of 0.08% of plan assets, supplementing Nationwide’s recordkeeping.

Who holds it

Retirement Plan Advisors holds this financial services contract with City of Wauwatosa. Its other public contracts on record include work for Eureka Fire Protection District and Chicago Transit Authority.

What happens next

Term as filed: 3 years.

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Contract details

Contract type
Financial Services
Amount
0.08% of plan assets
Document date
July 15, 2025
Term
3 years
Vendor
Retirement Plan Advisors
Agency
City of Wauwatosa
Source document
Wauwatosa Financial Affairs Committee Meeting Agenda July 2025 (Agenda)

Retirement Plan Advisors's other public contracts

Eureka Fire Protection District, MissouriRetirement Plan Advisors Seek District Pension Work · Jul 27, 2026UndisclosedChicago Transit Authority, IllinoisCommittee Approves Retirement Advisors Invoice · Jul 23, 2026$6.7KMunicipal Accountability Review Board | State of Connecticut, ConnecticutHartford Continues Retirement Plan Advisors Partnership · Jul 1, 2026UndisclosedFranklin County, MissouriRetirement Plan Advisors Administered District 401(a) · Jun 2, 2026Chicago Transit Authority, IllinoisRetirement Plan Advisors invoice approved for April services · May 27, 2026$6.7KAll Retirement Plan Advisors contractsVendor profile

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Questions about this contract

Who was awarded the financial services contract by City of Wauwatosa?

Retirement Plan Advisors was awarded this financial services contract by City of Wauwatosa, as recorded on July 15, 2025. The contract value is 0.08% of plan assets.

How much is the Retirement Plan Advisors contract with City of Wauwatosa worth?

The Retirement Plan Advisors contract with City of Wauwatosa is valued at 0.08% of plan assets, covering financial services work.

What type of contract is this?

This is a Financial Services contract, documented as a agenda record.

Where was this contract approved?

This contract appears in Wauwatosa Financial Affairs Committee Meeting Agenda July 2025 (Agenda), dated July 15, 2025 from City of Wauwatosa. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

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What other contracts does Retirement Plan Advisors hold?

Retirement Plan Advisors may hold additional government contracts. View their full contract history, the agencies they serve, and total tracked spend on their Civic IQ vendor profile.

What is City of Wauwatosa currently buying?

Explore City of Wauwatosa's vendors, signed contracts, and active RFPs on their Civic IQ agency profile.

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