Morgan Stanley Graystone Presents Retirement Plan Options

Morgan Stanley Graystone presented comparative analyses of four employee retirement plan options to Valley Sanitary District’s Budget & Finance Committee. The Committee requested two additional quotes for 3(21) Financial Advisor Services before making a final selection.

Document date · January 3, 2023

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Scope & details

The full contract record, as filed.

Contract type

FINANCIAL_SERVICES

Document type

Agenda

Source document

Valley Sanitary District Budget & Finance Committee Meeting Agenda January 2023

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Frequently asked questions

Common questions about this contract, answered from the record.

Who was awarded the financial services contract by Valley Sanitary District?

Morgan Stanley Graystone was awarded this financial services contract by Valley Sanitary District, as recorded on January 3, 2023.

What type of contract is this?

This is a Financial Services contract, documented as a agenda record.

Where was this contract approved?

This contract appears in Valley Sanitary District Budget & Finance Committee Meeting Agenda January 2023 (Agenda), dated January 3, 2023 from Valley Sanitary District. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does Morgan Stanley Graystone hold?

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