FINANCIAL_SERVICESONGOING

Pershing Ranked Among 2024 PERA Rollover Destinations

In 2024, Colorado PERA participants rolled over $18.0 million in retirement assets to Pershing LLC, placing it among the top five destinations for PERAPlus and DC plan distributions that year.

Status
ONGOING
Document date
June 24, 2026
Contract type
FINANCIAL_SERVICES
Vendor
Pershing Llc
Agency
Colorado Public Employees’ Retirement Association (PERA) · CO

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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

Scope & details

The full contract record, as filed.

Contract amount
$18.0 million in rollover distributions to Pershing LLC in 2024
Contract type
FINANCIAL_SERVICES
Contract term
Rollover destination activity for 2024; no 2025 figure in top five
Renewal
This represents participant rollover behavior rather than a PERA-held contract with specified terms or renewals.
Document type
AgendaPacket
Source document
Colorado PERA Benefits Committee Meeting Materials 2026-06-24

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Frequently asked questions

Common questions about this contract, answered from the record.

Who was awarded the financial services contract by Colorado Public Employees’ Retirement Association (PERA)?

Pershing Llc was awarded this financial services contract by Colorado Public Employees’ Retirement Association (PERA), as recorded on June 24, 2026. The contract value is $18.0 million in rollover distributions to Pershing LLC in 2024.

How much is the Pershing Llc contract with Colorado Public Employees’ Retirement Association (PERA) worth?

The Pershing Llc contract with Colorado Public Employees’ Retirement Association (PERA) is valued at $18.0 million in rollover distributions to Pershing LLC in 2024, covering financial services work.

What type of contract is this?

This is a Financial Services contract, documented as a agendapacket record.

Where was this contract approved?

This contract appears in Colorado PERA Benefits Committee Meeting Materials 2026-06-24 (AgendaPacket), dated June 24, 2026 from Colorado Public Employees’ Retirement Association (PERA). Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does Pershing Llc hold?

Pershing Llc may hold additional government contracts. View their full contract history, the agencies they serve, and total tracked spend on their Civic IQ vendor profile.

View Pershing Llc's profile

What is Colorado Public Employees’ Retirement Association (PERA) currently buying?

Explore Colorado Public Employees’ Retirement Association (PERA)'s vendors, signed contracts, and active RFPs on their Civic IQ agency profile.

View Colorado Public Employees’ Retirement Association (PERA)'s profile

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