FINANCIAL_SERVICESPENDING

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

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.

Status
PENDING
Document date
October 15, 2025
Contract type
FINANCIAL_SERVICES
Vendor
Cbiz Investment Advisory Services Llc
Agency
Town of Dallas · PA

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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 type
FINANCIAL_SERVICES
Renewal
Ongoing administration of the Borough’s 457(b) retirement plan by CBIZ; term and renewal details are not specified in the agenda.
Document type
Agenda
Source document
town-of-dallas-council-meeting-agenda-october-15-2025_01f.pdf

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Frequently asked questions

Common questions about this contract, answered from the record.

Who was awarded the financial services contract by Town of Dallas?

Cbiz Investment Advisory Services Llc was awarded this financial services contract by Town of Dallas, as recorded on October 15, 2025.

What type of contract is this?

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

Where was this contract approved?

This contract appears in town-of-dallas-council-meeting-agenda-october-15-2025_01f.pdf (Agenda), dated October 15, 2025 from Town of Dallas. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does Cbiz Investment Advisory Services Llc hold?

Cbiz Investment Advisory Services 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 Cbiz Investment Advisory Services Llc's profile

What is Town of Dallas currently buying?

Explore Town of Dallas's vendors, signed contracts, and active RFPs on their Civic IQ agency profile.

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