American Funds 403(b) Advisory Role To Be Replaced
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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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