Retirement Board Updates Charles Schwab Plan Signatures
City of BurlingtonCity · Burlington, VT- Document date
- May 5, 2026
The 30-second brief
The Retirement Board considered authorizing changes to the City’s authorized signature list for its Charles Schwab Trust Bank Plan. The proposed action would add Katherine Schad and Bradley Kukenberger and remove Rich Goodwin.
Charles Schwab Trust Bank holds this financial services contract with City of Burlington. Its other public contracts on record include work for City of Bellflower and Town of Palmer.
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Contract details
- Contract type
- Financial Services
- Document date
- May 5, 2026
- Agency
- City of Burlington
- Source document
- City of Burlington Report Retirement Board Meeting Packet May 5, 2026 (Report)
Charles Schwab Trust Bank's other public contracts
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Questions about this contract
Who was awarded the financial services contract by City of Burlington?
Charles Schwab Trust Bank was awarded this financial services contract by City of Burlington, as recorded on May 5, 2026.
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 City of Burlington Report Retirement Board Meeting Packet May 5, 2026 (Report), dated May 5, 2026 from City of Burlington. Civic IQ extracts contract records directly from agency meeting documents and solicitations.
What other contracts does Charles Schwab Trust Bank hold?
Charles Schwab Trust Bank 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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