Roads Education Organization Agenda Regular Meeting of the Governing Board 2026-06-12
403(b) Plan Restatement Contract Approved with Benefit Resources
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Description
Board approved Benefit Resources, Inc. to prepare and formalize the 2026 restated 403(b) plan documents for Pivot Charter Schools, at an estimated cost of $1,250. This includes amendments for CARES Act and SECURE Act compliance.
Contract Details
Contract Amount
$1,250
Vendor
BENEFIT RESOURCES INC
Agency
Pivot Charter School North Valley II District, CA
Contract Type
PROFESSIONAL_SERVICES
Document Date
June 12, 2026
Contract Term
2026 (plan cycle restatement)
Renewal Date
2026-12-31
Renewal Info
Plan restatement required every six years; contract covers 2026 compliance cycle.
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governing_board_meeting_agenda_june_2025.pdf
pivot-charter-school-north-valley-ii-district-meeting-minutes-2025-02-01_9ff.pdf
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