Broker-dealer role for SMART Plan securities
- Document date
- Jan 1, 2022
The 30-second brief
Empower Financial Services, Inc. serves as the broker-dealer offering and distributing securities linked to the Massachusetts Deferred Compensation SMART Plan for OBRA participants. The firm, affiliated with Empower Retirement, LLC, supports investment product access under the plan.
Empower Financial Services Inc holds this financial services contract with Belmont School District. Its other public contracts on record include work for Montmorency County and Northwest Mosquito & Vector Control District.
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Contract details
- Contract type
- Financial Services
- Document date
- January 1, 2022
- Agency
- Belmont School District
- Source document
- massachusetts_deferred_compensation_smart_plan_obr.pdf (Report)
Empower Financial Services Inc's other public contracts
More Belmont School District contracts
Questions about this contract
Who was awarded the financial services contract by Belmont School District?
Empower Financial Services Inc 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 Financial Services Inc hold?
Empower Financial Services Inc may hold additional government contracts. View their full contract history, the agencies they serve, and total tracked spend on their Civic IQ vendor profile.
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