FINANCIAL_SERVICESONGOING

LPL Financial Listed Among Top PERA Rollover Destinations

Colorado PERA participants moved $21.2 million in retirement assets to LPL Financial in 2025, following $19.1 million in 2024, placing LPL among the top rollover destinations from PERAPlus and DC plans.

Status
ONGOING
Document date
June 24, 2026
Contract type
FINANCIAL_SERVICES
Vendor
Lpl Financial
Agency
Colorado Public Employees’ Retirement Association (PERA) · CO

Trusted by teams at

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
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 amount
$21.2 million in rollover distributions to LPL Financial in 2025; $19.1 million in 2024
Contract type
FINANCIAL_SERVICES
Contract term
Rollover destination activity for 2024 and 2025
Renewal
Participant-directed rollovers rather than a formal contracted service; no renewal terms noted.
Document type
AgendaPacket
Source document
Colorado PERA Benefits Committee Meeting Materials 2026-06-24

Related contracts

Other contracts from Lpl Financial.

View all →

Frequently asked questions

Common questions about this contract, answered from the record.

Who was awarded the financial services contract by Colorado Public Employees’ Retirement Association (PERA)?

Lpl Financial was awarded this financial services contract by Colorado Public Employees’ Retirement Association (PERA), as recorded on June 24, 2026. The contract value is $21.2 million in rollover distributions to LPL Financial in 2025; $19.1 million in 2024.

How much is the Lpl Financial contract with Colorado Public Employees’ Retirement Association (PERA) worth?

The Lpl Financial contract with Colorado Public Employees’ Retirement Association (PERA) is valued at $21.2 million in rollover distributions to LPL Financial in 2025; $19.1 million in 2024, covering financial services work.

What type of contract is this?

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

Where was this contract approved?

This contract appears in Colorado PERA Benefits Committee Meeting Materials 2026-06-24 (AgendaPacket), dated June 24, 2026 from Colorado Public Employees’ Retirement Association (PERA). Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does Lpl Financial hold?

Lpl Financial 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 Lpl Financial's profile

What is Colorado Public Employees’ Retirement Association (PERA) currently buying?

Explore Colorado Public Employees’ Retirement Association (PERA)'s vendors, signed contracts, and active RFPs on their Civic IQ agency profile.

View Colorado Public Employees’ Retirement Association (PERA)'s profile

Bring us your territory.
We'll show you what is forming.

B2G and SLED sales intelligence. Surface government procurement signals from 80,000+ state, local, and education agencies months before the RFP.

Try Civic IQ for free