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FINANCIAL_SERVICESAMENDED

Tulare County Board of Supervisors Agenda Minutes 2026-06-02

County Updates Defined Contribution Rollover Services With Inspira

Tulare CountyINSPIRA FINANCIAL LLCJune 2, 2026

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

Description

The Board approved an agreement and amendment with Inspira Financial, LLC to provide Automatic Rollover Services for the County’s Defined Contribution Plan from January 2, 2025 through January 1, 2027, updating various legal provisions. The action ensures compliant handling of inactive participant accounts.

Contract Details

Vendor

INSPIRA FINANCIAL LLC

Agency

Tulare County, CA

Contract Type

FINANCIAL_SERVICES

Document Date

June 2, 2026

Contract Term

January 2, 2025 through January 1, 2027

Renewal Date

2027-01-01

Renewal Info

Current term runs through January 1, 2027; amendment clarifies renewal and termination provisions for future extensions.

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