FINANCIAL_SERVICESAPPROVED

City of Stockton Awards Financial Services Contract to Global Retirement Partners Llc Dba Shuster Advisory Group (September 2026)

City Council approved an MOU with Global Retirement Partners, LLC d/b/a Shuster Advisory Group for deferred compensation administration. The three-year agreement can extend two additional one-year terms and is capped at $48,000 per year, paid from the plan rather than City funds.

Document date · September 1, 2026

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Motive logo
Veritone logo
TerraCycle logo
Cyvl logo
WithersRavenel logo
Derivita logo
Comcate logo
SafeTouch logo
IANS Research logo
Motive logo
Veritone logo
TerraCycle logo
Cyvl logo
WithersRavenel logo
Derivita logo
Comcate logo
SafeTouch logo
IANS Research logo
Motive logo
Veritone logo
TerraCycle logo
Cyvl logo
WithersRavenel logo
Derivita logo
Comcate logo
SafeTouch logo
IANS Research logo

Scope & details

The full contract record, as filed.

Contract amount
not to exceed $48,000 per year
Contract type
FINANCIAL_SERVICES
Contract term
three (3) year agreement with an option to extend for two (2) additional one (1) year terms
Renewal date
2029-09-01
Renewal
Three-year base term with an option to extend for two additional one-year terms. Not to exceed $48,000 per year and paid directly from the Deferred Compensation Plan.
Document type
Agenda
Source document
City of Stockton Agenda 2026-09-01

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Frequently asked questions

Common questions about this contract, answered from the record.

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

Global Retirement Partners Llc Dba Shuster Advisory Group was awarded this financial services contract by City of Stockton, as recorded on September 1, 2026. The contract value is not to exceed $48,000 per year.

How much is the Global Retirement Partners Llc Dba Shuster Advisory Group contract with City of Stockton worth?

The Global Retirement Partners Llc Dba Shuster Advisory Group contract with City of Stockton is valued at not to exceed $48,000 per year, covering financial services work.

What type of contract is this?

This is a Financial Services contract, documented as a agenda record, structured as a not-to-exceed (ceiling) agreement.

Where was this contract approved?

This contract appears in City of Stockton Agenda 2026-09-01 (Agenda), dated September 1, 2026 from City of Stockton. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does Global Retirement Partners Llc Dba Shuster Advisory Group hold?

Global Retirement Partners Llc Dba Shuster Advisory Group may hold additional government contracts. View their full contract history, the agencies they serve, and total tracked spend on their Civic IQ vendor profile.

View Global Retirement Partners Llc Dba Shuster Advisory Group's profile

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

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