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City of Portland Awards Financial Services Contract to Equitable Advisors (March 2026)

City of Portland logoCity of Portland
Disclosed value
1.1% per participating employee
From minutes
Approved
Mar 2, 2026

The 30-second brief

What it covers

The City Council approved a 457(b) Retirement Plan for employees to be administered by Equitable Advisors. The plan carries no cost to the city; participating employees will pay an estimated 1.1% administrative fee. Service will be provided through payroll deduction.

Who holds it

Equitable Advisors holds this financial services contract with City of Portland. Its other public contracts on record include work for California Academy of Learning CS and California Academy Of Learning Cs.

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Contract details

Contract type
Financial Services
Amount
1.1% per participating employee
Document date
March 2, 2026
Vendor
Equitable Advisors
Agency
City of Portland
Source document
City of Portland City Council Minutes March 2026 (Minutes)

Equitable Advisors's other public contracts

California Academy of Learning CS, PennsylvaniaEquitable Advisors Selected for Retirement Benefits · Aug 4, 2026UndisclosedCalifornia Academy of Learning CS, PennsylvaniaEquitable Advisors Approved for Retirement Benefits · Aug 4, 2026UndisclosedCalifornia Academy Of Learning Cs, PennsylvaniaEquitable Advisors Approved for Retirement Benefits · Aug 4, 2026UndisclosedRobstown Independent School District, TexasEquitable Advisors Donates $250 For Tech Connect · Jul 13, 2026$250Johnstown City School District, New YorkEquitable Advisors Approved for 403(b) Services · Jun 30, 2026UndisclosedAll Equitable Advisors contractsVendor profile

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Questions about this contract

Who was awarded the financial services contract by City of Portland?

Equitable Advisors was awarded this financial services contract by City of Portland, as recorded on March 2, 2026. The contract value is 1.1% per participating employee.

How much is the Equitable Advisors contract with City of Portland worth?

The Equitable Advisors contract with City of Portland is valued at 1.1% per participating employee, covering financial services work.

What type of contract is this?

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

Where was this contract approved?

This contract appears in City of Portland City Council Minutes March 2026 (Minutes), dated March 2, 2026 from City of Portland. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

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What other contracts does Equitable Advisors hold?

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

What is City of Portland currently buying?

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

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