town-of-lausanne-agenda-2025-07-03_278.pdf
Proposed custodian change from Nationwide to Schwab
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Description
Discuss the recommended change of plan assets custodian from Nationwide to Charles Schwab Trust Bank (Schwab), due to the lack of service from Nationwide.
Contract Details
Contract Amount
NA
Vendor
CHARLES SCHWAB TRUST BANK
Agency
Town of Lausanne, PA
Contract Type
Financial
Document Date
July 3, 2025
Contract Term
NA
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