Legal and General Among Candidates for Index Funds

Treasury staff indicated that Legal and General is among the candidates to offer new S&P 400 and S&P 600 index funds for Alaska’s defined contribution plans. A final provider is expected to be recommended for formal board approval in 2024.

Document date · September 16, 2025

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Scope & details

The full contract record, as filed.

Contract type

FINANCIAL_SERVICES

Renewal

Firm is being evaluated in a competitive review for new index fund mandates; no contract awarded yet.

Document type

Agenda

Source document

defined_contribution_plan_committee_meeting_agenda.pdf

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Alaska Retirement Management Board Minutes Meeting Summary - September 15-16, 2026

APPROVED

Alaska Retirement Management Board | State of Alaska, AlaskaSep 15, 2026

alaska_retirement_management_board_of_trustees_mee.pdf

ONGOING

Alaska Department of Revenue, AlaskaDec 4, 2024

alaska_retirement_management_board_trustees_meetin.pdf

APPROVED

Alaska Department of Revenue, AlaskaDec 7, 2023

alaska_retirement_management_board_meeting_minutes.pdf

ONGOING

Alaska Department of Revenue, AlaskaMay 1, 2020

alaska_retirement_management_board_minutes_march_2.pdf

ONGOING

Alaska Department of Revenue, AlaskaMar 19, 2020

Frequently asked questions

Common questions about this contract, answered from the record.

Who was awarded the financial services contract by Department of Revenue | State of Alaska?

Legal & General was awarded this financial services contract by Department of Revenue | State of Alaska, as recorded on September 16, 2025.

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 defined_contribution_plan_committee_meeting_agenda.pdf (Agenda), dated September 16, 2025 from Department of Revenue | State of Alaska. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does Legal & General hold?

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