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FINANCIAL_SERVICESAPPROVED

Lodi Board of Education Reorganization Meeting Agenda 2026-05-11

AXA Approved as Tax Shelter Annuity Vendor

Lodi School DistrictAXAMay 11, 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 Lodi Board of Education approved AXA as an authorized Tax Shelter Annuity provider for district employees for the 2026-2027 year. Other annuity companies are barred from operating in the district without specific board approval.

Contract Details

Vendor

AXA

Agency

Lodi School District, NJ

Contract Type

FINANCIAL_SERVICES

Document Date

May 11, 2026

Contract Term

2026-2027

Renewal Date

2027-05-05

Renewal Info

Authorization as a TSA provider applies for the 2026-2027 year and must be renewed by future board action.

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