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FINANCIAL_SERVICESPENDING

town-of-dallas-council-meeting-agenda-october-15-2025_01f.pdf

Authorized signers updated for CBIZ-administered 457(b) plan

Town of DallasCBIZ INVESTMENT ADVISORY SERVICES LLCOctober 15, 2025

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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

Dallas Borough Council will approve updated authorized signers for the employee 457(b) retirement plan administered by CBIZ Investment Advisory Services LLC. This action maintains CBIZ’s role in managing the deferred compensation plan.

Contract Details

Vendor

CBIZ INVESTMENT ADVISORY SERVICES LLC

Agency

Town of Dallas, PA

Contract Type

FINANCIAL_SERVICES

Document Date

October 15, 2025

Renewal Info

Ongoing administration of the Borough’s 457(b) retirement plan by CBIZ; term and renewal details are not specified in the agenda.

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