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FINANCIAL_SERVICESAMENDED

Aspire Public Schools Executive Committee Meeting Agenda March 2026

American Funds 403(b) Advisory Role To Be Replaced

Aspire Alexander Twilight College Prep Acad DISTAMERICAN FUNDSMarch 19, 2026

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

Description

The Executive Committee will consider a change in 403(b) plan advisor services, moving the engagement from American Funds to The Baldwin Group. This action would terminate or modify American Funds’ advisory role for Aspire’s 403(b) plan.

Contract Details

Vendor

AMERICAN FUNDS

Agency

Aspire Alexander Twilight College Prep Acad DIST, CA

Contract Type

FINANCIAL_SERVICES

Document Date

March 19, 2026

Renewal Info

Advisor services are proposed to be shifted away from American Funds; existing term and end date are not specified.

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