County Updates Defined Contribution Rollover Services With Inspira
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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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