Idyllwild Water District Regular Meeting Agenda Packet February 2025
District Considers Moving Retirement Plans to Schwab
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Description
The Idyllwild Water District Board will consider Resolution No. 804 to transfer employee retirement plans to Charles Schwab. The agenda outlines the proposed change in retirement service provider without specifying contract value or term.
Contract Details
Vendor
CHARLES SCHWAB
Agency
Idyllwild Water District, CA
Contract Type
FINANCIAL_SERVICES
Document Date
February 19, 2025
Renewal Info
This would represent a new engagement with Charles Schwab as retirement plan provider, contingent on Board approval of Resolution No. 804.
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