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FINANCIAL_SERVICESAPPROVED

Lower Gwynedd Township Board of Supervisors Meeting Minutes April 2025

K-Trade Selected as Platform for 401a Plan

Town of Lower GwyneddK-TRADEApril 8, 2025

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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

K-Trade will become the new investment platform for the township's 401a retirement plan under Beirne Wealth's administration. The move is part of a plan to lower overall fees for employees.

Contract Details

Vendor

K-TRADE

Agency

Town of Lower Gwynedd, PA

Contract Type

FINANCIAL_SERVICES

Document Date

April 8, 2025

Renewal Info

New platform appointed by Board; ongoing unless changed.

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