Keenan Financial Services Named SERP Plan Administrator
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Description
Monrovia Unified School District approved a contract with Keenan Financial Services to act as contract administrator for its Supplemental Employee Retirement Plan, effective July 1, 2026. The contract covers plan implementation and administration.
Contract Details
Vendor
KEENAN FINANCIAL SERVICES
Agency
Monrovia Unified, CA
Contract Type
FINANCIAL_SERVICES
Document Date
March 25, 2026
Contract Term
Effective July 1, 2026; ongoing for implementation and administration of the Plan
Renewal Info
No explicit renewal information or amendment terms provided in the resolution. Future amendments or extensions may be executed as necessary for plan adjustments or IRS approval.
More from KEENAN FINANCIAL SERVICES
More from Monrovia Unified
Monrovia Unified School District Resolution 2526-20 Withdrawal from SELF
Monrovia Unified School District Resolution 2526-21 Supplemental Retirement Plan
monrovia_unified_school_district_2025_general_obli.pdf
monrovia_unified_school_district_general_obligatio.pdf
monrovia_unified_school_district_general_obligatio.pdf
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