Scotch Plains-Fanwood School District Awards Financial Services Contract to Orion Portfolio Solutions (June 2026)

The Board approved Orion Portfolio Solutions as a provider for both 403(b) and 457 retirement plans for 2026-2027, broadening employees' investment choices in tax-sheltered products.

Document date · June 17, 2026

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Scope & details

The full contract record, as filed.

Contract type

FINANCIAL_SERVICES

Contract term

2026-2027 school year

Renewal date

2027-06-30

Renewal

Annual approval as a 403(b) and 457 vendor.

Document type

Agenda

Source document

Scotch Plains-Fanwood School District Agenda Regular Public Meeting 2026-06-17

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Frequently asked questions

Common questions about this contract, answered from the record.

Who was awarded the financial services contract by Scotch Plains-Fanwood School District?

Orion Portfolio Solutions was awarded this financial services contract by Scotch Plains-Fanwood School District, as recorded on June 17, 2026.

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 Scotch Plains-Fanwood School District Agenda Regular Public Meeting 2026-06-17 (Agenda), dated June 17, 2026 from Scotch Plains-Fanwood School District. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does Orion Portfolio Solutions hold?

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

View Orion Portfolio Solutions's profile

What is Scotch Plains-Fanwood School District currently buying?

Explore Scotch Plains-Fanwood School District's vendors, signed contracts, and active RFPs on their Civic IQ agency profile.

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