Warwick Township Financial Advisory Committee Meeting Minutes 2026-02-19
CBIZ Continues Managing Warwick Township Pension Portfolios
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Description
Warwick Township’s Financial Advisory Committee received performance updates on the Police, Non-Uniform, and OPEB pension portfolios managed by CBIZ Investment Advisory Services. The committee also reviewed a DALBAR Certified 3(38) Manager report used to evaluate CBIZ’s fiduciary qualifications and services.
Contract Details
Vendor
CBIZ INVESTMENT ADVISORY SERVICES
Agency
Town of Warwick, PA
Contract Type
FINANCIAL_SERVICES
Document Date
February 19, 2026
Contract Term
Since 2014 for Police and Non-Uniform Pension Portfolios; since March 2023 for OPEB Pension Portfolio
Renewal Info
Minutes reference ongoing management of pension and OPEB portfolios by CBIZ, supported by a DALBAR Certified 3(38) Manager evaluation, but no explicit renewal or end date is specified.
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