CONTRACTAMENDED

Board Amends 403b Advisory Agreement With Henderson Brothers

Town of Richland
Document date
Mar 23, 2026

The 30-second brief

What it covers

The Board amended its advisory agreement with Henderson Brothers for the district’s 403b Plan, converting it from an ERISA 3(21) to an ERISA 3(28) arrangement. This shifts investment change responsibility from the district’s Business Manager to the financial advisor.

Who holds it

Henderson Brothers holds this financial services contract with Town of Richland. Its other public contracts on record include work for Village of Tully and Quaker Valley SD.

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Contract details

Contract type
Financial Services
Document date
March 23, 2026
Source document
Richland School District Board of Directors Meeting Minutes March 2026 (Minutes)

Henderson Brothers's other public contracts

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Questions about this contract

Who was awarded the financial services contract by Town of Richland?

Henderson Brothers was awarded this financial services contract by Town of Richland, as recorded on March 23, 2026.

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 Richland School District Board of Directors Meeting Minutes March 2026 (Minutes), dated March 23, 2026 from Town of Richland. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does Henderson Brothers hold?

Henderson Brothers 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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