FINANCIAL_SERVICESAPPROVED

Chester County Awards Financial Services Contract to Cbiz Investment Advisory Services Llc (July 2026)

The Chester County Commissioners authorized execution of an amended Investment Advisory Agreement with CBIZ Investment Advisory Services, LLC for the County’s 457 retirement plan. The updated agreement maintains CBIZ as investment advisor while lowering fees for employee participants.

Status
APPROVED
Document date
July 15, 2026
Contract type
FINANCIAL_SERVICES
Vendor
Cbiz Investment Advisory Services Llc
Agency
Chester County · PA

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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

Scope & details

The full contract record, as filed.

Contract type
FINANCIAL_SERVICES
Renewal
This action amends the existing advisory agreement to adjust fees; CBIZ remains the investment advisor for the 457 Plan.
Document type
AgendaPacket
Source document
Chester County Board of Commissioners Agenda Packet 2026-07-15

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Frequently asked questions

Common questions about this contract, answered from the record.

Who was awarded the financial services contract by Chester County?

Cbiz Investment Advisory Services Llc was awarded this financial services contract by Chester County, as recorded on July 15, 2026.

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 Chester County Board of Commissioners Agenda Packet 2026-07-15 (AgendaPacket), dated July 15, 2026 from Chester County. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does Cbiz Investment Advisory Services Llc hold?

Cbiz Investment Advisory Services Llc 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 Cbiz Investment Advisory Services Llc's profile

What is Chester County currently buying?

Explore Chester County's vendors, signed contracts, and active RFPs on their Civic IQ agency profile.

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