County of Santa Clara Defined Contribution Plans Committee Minutes January 2026
Committee Schedules 2026 Retirement Plan Training with Innovest
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Description
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.
Contract Details
Vendor
INNOVEST
Agency
Santa Clara County, CA
Contract Type
CONSULTING
Document Date
January 28, 2026
Contract Term
Quarterly training sessions throughout calendar year 2026
Renewal Info
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.
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