District Proposes SERP Administration Contract With Keenan

The District proposes to engage Keenan Financial Services as contract administrator for a new Supplemental Employee Retirement Plan effective July 1, 2026. Employer-funded contributions equal to 70% of each eligible participant's final salary will be used to purchase fixed, guaranteed annuities, with costs funded over five years. Board approval would authorize designated officials to execute all necessary documents to implement and administer the plan.

Scope & details

The full contract record, as filed.

Contract type

FINANCIAL_SERVICES

Contract term

Effective July 1, 2026; one-time employer costs funded over 5 years

Renewal

Proposal indicates one-time employer costs funded over five years; no explicit renewal or extension terms for the Keenan Financial Services engagement are provided.

Document type

StaffReport

Source document

School District Staff Report Supplemental Employee Retirement Plan 2026-07-01

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Frequently asked questions

Common questions about this contract, answered from the record.

Who was awarded the financial services contract by Pajaro Valley Unified?

Keenan Financial Services was awarded this financial services contract by Pajaro Valley Unified, as recorded on July 1, 2026.

What type of contract is this?

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

Where was this contract approved?

This contract appears in School District Staff Report Supplemental Employee Retirement Plan 2026-07-01 (StaffReport), dated July 1, 2026 from Pajaro Valley Unified. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does Keenan Financial Services hold?

Keenan Financial Services 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 Keenan Financial Services's profile

What is Pajaro Valley Unified currently buying?

Explore Pajaro Valley Unified's vendors, signed contracts, and active RFPs on their Civic IQ agency profile.

View Pajaro Valley Unified's profile

District Proposes SERP Administration Contract With Keenan

Scope & details

Related contracts

Frequently asked questions

Who was awarded the financial services contract by Pajaro Valley Unified?

What type of contract is this?

Where was this contract approved?

What other contracts does Keenan Financial Services hold?

What is Pajaro Valley Unified currently buying?

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