Civic IQ
CONTRACTONGOING
Get alerts

Advisory Group offers investment advice to SMART Plan

Belmont School District logoBelmont School District
Document date
Jan 1, 2022

The 30-second brief

What it covers

Empower Advisory Group, LLC delivers registered investment advisory services for the Massachusetts Deferred Compensation SMART Plan, offering tools such as Online Advice and managed portfolio solutions to OBRA participants. These services form part of the Empower Advisory Services suite.

Who holds it

Empower Advisory Group LLC holds this financial services contract with Belmont School District. Its other public contracts on record include work for The School Of Arts And Sciences On Thomasville and Louisiana Crab Task Force | State of Louisiana.

Hear about the next contract at Belmont School District early.

Get pre-RFP alerts free

Free account · 30-second setup · No credit card

Contract details

Contract type
Financial Services
Document date
January 1, 2022
Vendor
Empower Advisory Group LLC
Agency
Belmont School District
Source document
massachusetts_deferred_compensation_smart_plan_obr.pdf (Report)

Empower Advisory Group LLC's other public contracts

The School Of Arts And Sciences On Thomasville, FloridaEmpower Advisory Group Proposed for Participant Advice · May 15, 2026Louisiana Crab Task Force | State of Louisiana, LouisianaEmpower Advisory Group Offers Plan Investment Guidance · Jan 1, 2026City of Apopka, FloridaEmpower Advisory Group Advises City Retirement Plans · Sep 3, 2025UndisclosedTown of Allenstown, New HampshireEmpower Advisory Group Advises NH Deferred Compensation Plan · Apr 30, 2025UndisclosedNorth Central Texas COG, TexasEmpower Advisory Group Added to Retirement Services · Nov 21, 2024UndisclosedAll Empower Advisory Group LLC contractsVendor profile

More Belmont School District contracts

BUS-02Bus-02 Wellington Elementary Route Scheduled · Sep 2, 2026UndisclosedBUS-06Bus-06 Wellington Elementary Route Scheduled · Sep 2, 2026UndisclosedBUS-01Bus-01 Wellington Elementary Route Scheduled · Sep 2, 2026UndisclosedChallenger Geometry Stipend for Belmont Middle School ( Moa 09/2024 -06/2024)Challenger Geometry Stipend MOA Added to CBA · May 19, 2026UndisclosedMorning Monitor Stipend for Belmont High School ( Moa 09/2024-06/2025 )Morning Monitor Stipend MOA Incorporated Into CBA · May 19, 2026UndisclosedAll Belmont School District activityAgency profile

Questions about this contract

Who was awarded the financial services contract by Belmont School District?

Empower Advisory Group LLC was awarded this financial services contract by Belmont School District, as recorded on January 1, 2022.

What type of contract is this?

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

Where was this contract approved?

This contract appears in massachusetts_deferred_compensation_smart_plan_obr.pdf (Report), dated January 1, 2022 from Belmont School District. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does Empower Advisory Group LLC hold?

Empower Advisory Group LLC may hold additional government contracts. View their full contract history, the agencies they serve, and total tracked spend on their Civic IQ vendor profile.

Show 1 more question

What is Belmont School District currently buying?

Explore Belmont School District's vendors, signed contracts, and active RFPs on their Civic IQ agency profile.

Work in government? Get Civic IQ free →
More Belmont School District contracts →Browse all agencies in Massachusetts →