Equitable Authorized for 403(b), Roth, and 457 Plans
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Description
The Board approved Equitable to offer 403(b), Roth, and 457 retirement savings products to employees for the 2026-2027 school year. These plans will be available through salary reduction under the district’s retirement program. Equitable continues as an authorized retirement vendor for staff.
Contract Details
Vendor
EQUITABLE
Agency
Colts Neck Township School District, NJ
Contract Type
FINANCIAL_SERVICES
Document Date
May 20, 2026
Contract Term
2026-2027 school year
Renewal Date
2027-06-30
Renewal Info
One-year approval as a 403(b)/Roth/457 provider; future offerings require renewed board authorization.
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Colts Neck Township Schools Agenda Reorganization & Regular Meeting 2026-05-20
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