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FINANCIAL_SERVICESDISCUSSED

City of Waukesha Meeting Minutes - Final 2026-05-05

Roth Option Considered for Mass Mutual Plan

Waukesha Housing AuthorityMASS MUTUALMay 5, 2026

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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

Description

City officials reviewed a proposal to add a Roth investment option to the City’s deferred compensation plan administered by Mass Mutual. The item involved potential modification of the existing retirement plan services agreement.

Contract Details

Vendor

MASS MUTUAL

Agency

Waukesha Housing Authority, WI

Contract Type

FINANCIAL_SERVICES

Document Date

May 5, 2026

Renewal Info

Proposal would amend the existing Mass Mutual deferred compensation arrangement to include a Roth contribution option; specific implementation and renewal details are not stated.

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