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FINANCIAL_SERVICESAPPROVED

Lodi Board of Education Reorganization Meeting Agenda May 2026

AXA Approved as Tax Shelter Annuity Vendor

Lodi School DistrictAXAMay 5, 2026

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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

The Lodi Board of Education approved AXA as an authorized Tax Shelter Annuity provider for employees for the 2026-2027 school year. The Board restricted access by other annuity vendors without formal Board approval.

Contract Details

Vendor

AXA

Agency

Lodi School District, NJ

Contract Type

FINANCIAL_SERVICES

Document Date

May 5, 2026

Contract Term

2026-2027 school year

Renewal Date

2027-06-30

Renewal Info

Authorization as a tax shelter annuity vendor applies to the 2026-2027 school year and must be reauthorized in future years.

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