CONTRACTAMENDED

Putnam Investments 403B Role Transitions to Franklin Templeton

Document date: Aug 11, 2025

What it covers

Bridgewater-Emery School District was notified that Putnam Investments has been acquired by Franklin Templeton and will be replaced as a 403B provider option. Franklin Templeton will assume custodial responsibilities for Putnam’s 403B plan effective August 28, 2025.

Who holds it

Putnam Investments holds this financial services contract with Bridgewater-Emery School District 30-3. Its other public contracts on record include work for Hermiston School District 8 and Millville Elementary.

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Contract details

Contract type: Financial Services
Document date: August 11, 2025
Vendor: Putnam Investments
Agency: Bridgewater-Emery School District 30-3
Source document: bridgewater-emery-school-district-board-meeting-minutes-august-11-2025_57f.pdf (Minutes)

Putnam Investments's other public contracts

Hermiston School District 8, OregonPutnam Investments Approved as Annuity Provider · Jul 13, 2026Undisclosed Millville Elementary, CaliforniaPutnam Investments named investment depository · Jun 15, 2026Undisclosed Millville Elementary, CaliforniaPutnam Investments designated as funds depository · Jun 15, 2026Undisclosed Millville Elementary, CaliforniaPutnam Investments Designated District Depository · Jun 15, 2026Undisclosed Teachers Retirement System of Louisiana Board of Trustees | State of Louisiana, LouisianaTRSL to Review Putnam Investments Portfolio · Jun 4, 2026Undisclosed All Putnam Investments contractsVendor profile

More Bridgewater-Emery School District 30-3 contracts

Kressman, KelshaDistrict Considers Grades 5–6 Girls Basketball Coach Contract · Oct 11, 2026Undisclosed Cornbelt Educational CooperativeBoard Acknowledges Cornbelt Cooperative Minutes · Sep 14, 2026Undisclosed Visa CardGeneral Supply Payment Approved Through Visa Card · Sep 14, 2026$1.1K APPTEGYThrillshare Subscription Payment Approved for Apptegy · Sep 14, 2026$9K Combined Building SpecialtiesBleacher Safety Inspection Payment Approved · Sep 14, 2026$987 All Bridgewater-Emery School District 30-3 activityAgency profile

Questions about this contract

Who was awarded the financial services contract by Bridgewater-Emery School District 30-3?

Putnam Investments was awarded this financial services contract by Bridgewater-Emery School District 30-3, as recorded on August 11, 2025.

What type of contract is this?

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

Where was this contract approved?

This contract appears in bridgewater-emery-school-district-board-meeting-minutes-august-11-2025_57f.pdf (Minutes), dated August 11, 2025 from Bridgewater-Emery School District 30-3. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does Putnam Investments hold?

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

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What is Bridgewater-Emery School District 30-3 currently buying?

Explore Bridgewater-Emery School District 30-3's vendors, signed contracts, and active RFPs on their Civic IQ agency profile.

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