Committee Schedules 2026 Retirement Plan Training with Innovest

The Defined Contribution Plans Committee agreed to a quarterly 2026 training schedule to be delivered by Innovest on investing fundamentals, intermediate investing, and plan reporting. Innovest will also support participant communications and future forfeiture account analysis for the County’s retirement plans.

Scope & details

The full contract record, as filed.

Contract type

CONSULTING

Contract term

Quarterly training sessions throughout calendar year 2026

Renewal

Reflects continuation of Innovest’s existing advisory and education engagement with the County through at least the 2026 quarterly training cycle; explicit renewal dates were not specified.

Document type

Minutes

Source document

County of Santa Clara Defined Contribution Plans Committee Minutes January 2026

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Frequently asked questions

Common questions about this contract, answered from the record.

Who was awarded the consulting contract by Santa Clara County?

INNOVEST was awarded this consulting contract by Santa Clara County, as recorded on January 28, 2026.

What type of contract is this?

This is a Consulting contract, documented as a minutes record.

Where was this contract approved?

This contract appears in County of Santa Clara Defined Contribution Plans Committee Minutes January 2026 (Minutes), dated January 28, 2026 from Santa Clara County. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does INNOVEST hold?

INNOVEST 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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Committee Schedules 2026 Retirement Plan Training with Innovest

Scope & details

Related contracts

Frequently asked questions

Who was awarded the consulting contract by Santa Clara County?

What type of contract is this?

Where was this contract approved?

What other contracts does INNOVEST hold?

What is Santa Clara County currently buying?

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