FINANCIAL_SERVICESAPPROVED

Town of Palm Beach Awards $11,671 Financial Services Contract to Pnc Investments (November 2025)

The Retirement System transferred $11,671.47 to PNC Investments for a Plan B rollover for participant W. Waterfield. The payment facilitates movement of retirement assets to an external investment provider.

Status
APPROVED
Document date
November 14, 2025
Contract type
FINANCIAL_SERVICES
Vendor
Pnc Investments
Agency
Town of Palm Beach · FL

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Derivita logo
Comcate logo
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Motive logo
Veritone logo
TerraCycle logo
Cyvl logo
WithersRavenel logo
Derivita logo
Comcate logo
SafeTouch logo
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Motive logo
Veritone logo
TerraCycle logo
Cyvl logo
WithersRavenel logo
Derivita logo
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Scope & details

The full contract record, as filed.

Contract amount
$11,671.47
Contract type
FINANCIAL_SERVICES
Contract term
One-time Plan B rollover for W. Waterfield processed October 10, 2025
Document type
Agenda
Source document
Town of Palm Beach Retirement Board Meeting Agenda November 2025

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Frequently asked questions

Common questions about this contract, answered from the record.

Who was awarded the financial services contract by Town of Palm Beach?

Pnc Investments was awarded this financial services contract by Town of Palm Beach, as recorded on November 14, 2025. The contract value is $11,671.47.

How much is the Pnc Investments contract with Town of Palm Beach worth?

The Pnc Investments contract with Town of Palm Beach is valued at $11,671.47, covering financial services work.

What type of contract is this?

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

Where was this contract approved?

This contract appears in Town of Palm Beach Retirement Board Meeting Agenda November 2025 (Agenda), dated November 14, 2025 from Town of Palm Beach. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does Pnc Investments hold?

Pnc Investments 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 Pnc Investments's profile

What is Town of Palm Beach currently buying?

Explore Town of Palm Beach's vendors, signed contracts, and active RFPs on their Civic IQ agency profile.

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