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FINANCIAL_SERVICESAPPROVED

Exeter Township Resolution 2024-38

CBIZ Named Pension Advisor for Exeter Township

Town of ExeterCBIZ INVESTMENT ADVISORY SERVICES LLCSeptember 23, 2024

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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

Exeter Township approved CBIZ Investment Advisory Services LLC as Pension Advisor for its Police and Non-Uniform pension plans, beginning upon completion of pension asset transition. The contract was approved by the Board of Supervisors by resolution.

Contract Details

Vendor

CBIZ INVESTMENT ADVISORY SERVICES LLC

Agency

Town of Exeter, PA

Contract Type

FINANCIAL_SERVICES

Document Date

September 23, 2024

Renewal Info

Not specified; approval likely represents a new or replacement engagement. Services begin upon completion of transition from prior vendors.

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