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Retirement Education Services Under Consideration with RPA

City of Wauwatosa logoCity of Wauwatosa
Disclosed value
0.04% of plan assets annually (if selected)
From agenda
Document date
Jul 15, 2025

The 30-second brief

What it covers

Wauwatosa is evaluating Retirement Plan Advisors for onsite retirement education services for its deferred compensation program at 0.04% of plan assets, with a final selection pending.

Who holds it

Retirement Plan Advisors holds this financial services contract with City of Wauwatosa. Its other public contracts on record include work for Eureka Fire Protection District and Chicago Transit Authority.

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Contract details

Contract type
Financial Services
Amount
0.04% of plan assets annually (if selected)
Document date
July 15, 2025
Vendor
Retirement Plan Advisors
Agency
City of Wauwatosa
Source document
Wauwatosa Financial Affairs Committee Meeting Agenda July 2025 (Agenda)

Retirement Plan Advisors's other public contracts

Eureka Fire Protection District, MissouriRetirement Plan Advisors Seek District Pension Work · Jul 27, 2026UndisclosedChicago Transit Authority, IllinoisCommittee Approves Retirement Advisors Invoice · Jul 23, 2026$6.7KMunicipal Accountability Review Board | State of Connecticut, ConnecticutHartford Continues Retirement Plan Advisors Partnership · Jul 1, 2026UndisclosedFranklin County, MissouriRetirement Plan Advisors Administered District 401(a) · Jun 2, 2026Chicago Transit Authority, IllinoisRetirement Plan Advisors invoice approved for April services · May 27, 2026$6.7KAll Retirement Plan Advisors contractsVendor profile

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Questions about this contract

Who was awarded the financial services contract by City of Wauwatosa?

Retirement Plan Advisors was awarded this financial services contract by City of Wauwatosa, as recorded on July 15, 2025. The contract value is 0.04% of plan assets annually (if selected).

How much is the Retirement Plan Advisors contract with City of Wauwatosa worth?

The Retirement Plan Advisors contract with City of Wauwatosa is valued at 0.04% of plan assets annually (if selected), covering financial services work.

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 Wauwatosa Financial Affairs Committee Meeting Agenda July 2025 (Agenda), dated July 15, 2025 from City of Wauwatosa. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

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What other contracts does Retirement Plan Advisors hold?

Retirement Plan Advisors may hold additional government contracts. View their full contract history, the agencies they serve, and total tracked spend on their Civic IQ vendor profile.

What is City of Wauwatosa currently buying?

Explore City of Wauwatosa's vendors, signed contracts, and active RFPs on their Civic IQ agency profile.

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