DALBAR Report Used to Evaluate Pension Advisor CBIZ
Trusted by teams at
Description
Warwick Township’s Financial Advisory Committee reviewed a DALBAR Certified 3(38) Manager report assessing CBIZ Investment Advisory Services’ qualifications and fiduciary capabilities. DALBAR’s evaluation underpins the township’s oversight of its pension investment adviser.
Contract Details
Vendor
DALBAR
Agency
Town of Warwick, PA
Contract Type
FINANCIAL_SERVICES
Document Date
February 19, 2026
Renewal Info
The minutes indicate DALBAR prepares an ongoing Certified 3(38) Manager report for CBIZ’s services, but do not specify contract dates or renewal terms.
More from Town of Warwick
Warwick Township Board of Supervisors Meeting Minutes March 2026
Warwick Township Board of Supervisors Meeting Minutes March 2026
Warwick Township Financial Advisory Committee Meeting Minutes 2026-02-19
Warwick Township Board of Supervisors Meeting Minutes February 2026
Warwick Township Board of Supervisors Meeting Agenda February 2026
Get alerts on contract renewals, new awards, and vendor activity.
See live SLED buying signals, source docs, decision-makers, contract context, and the next step into your CRM or pipeline.