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PROFESSIONAL_SERVICESDISCUSSSED

Town of Clyde Mayor and Board of Aldermen Regular Meeting Agenda March 2023

Town Considers Kennerly Montgomery Finley 401a Plan

Town of ClydeKENNERLY, MONTGOMERY & FINLEY PCMarch 16, 2023

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Motive logo
Veritone logo
TerraCycle logo
Cyvl logo
WithersRavenel logo
Derivita logo
Comcate logo
SafeTouch logo
IANS Research logo
Motive logo
Veritone logo
TerraCycle logo
Cyvl logo
WithersRavenel logo
Derivita logo
Comcate logo
SafeTouch logo
IANS Research logo
Motive logo
Veritone logo
TerraCycle logo
Cyvl logo
WithersRavenel logo
Derivita logo
Comcate logo
SafeTouch logo
IANS Research logo

Description

The Town of Clyde Board considered approval of the Kennerly, Montgomery & Finley P.C. non-standardized governmental 401(a) pre-approved plan to support its retirement plan with John Hancock. This establishes the legal plan framework for the town’s money purchase pension plan.

Contract Details

Vendor

KENNERLY, MONTGOMERY & FINLEY PC

Agency

Town of Clyde, NC

Contract Type

PROFESSIONAL_SERVICES

Document Date

March 16, 2023

Renewal Info

Legal plan document for the governmental 401(a) plan; future amendments may be required as laws change, but no set renewal date noted.

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