CONTRACTONGOING

Broker-dealer role for SMART Plan securities

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

The 30-second brief

What it covers

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.

Who holds it

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
Source document
massachusetts_deferred_compensation_smart_plan_obr.pdf (Report)

Empower Financial Services Inc's other public contracts

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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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