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

Vernon approved related trust agreements with Global Retirement Partners, LLC d/b/a Shuster Advisory Group for a Multiple Employer OPEB/Pension Section 115 Trust. The action supports pre-funding of pension and OPEB obligations and transfers the City’s current OPEB trust from CERBT.

Document date · August 4, 2026

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Scope & details

The full contract record, as filed.

Contract type

FINANCIAL_SERVICES

Renewal

Related agreements include the Trust Adoption Agreement, Investment Advisor Agreement, and Trust Administrative Services Agreement; no renewal term stated.

Document type

Agenda

Source document

City of Vernon Agenda 2026-08-04

Related contracts

Other contracts from Global Retirement Partners Llc Dba Shuster Advisory Group.

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Danville Town Council Minutes Finance Committee Special Meeting Summary of Actions October 13, 2026

APPROVED

Town of Danville, CaliforniaOct 13, 2026

Town of Danville Agenda Town Council Finance Committee Special Meeting 2026-10-13

PENDING

Town of Danville, CaliforniaOct 13, 2026

City of Stockton Agenda 2026-09-01

APPROVED

City of Stockton, Californianot to exceed $48,000 per yearSep 1, 2026

Vernon Minutes Regular Meeting August 4, 2026

APPROVED

City of Vernon, CaliforniaAug 4, 2026

Frequently asked questions

Common questions about this contract, answered from the record.

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

Global Retirement Partners Llc Dba Shuster Advisory Group was awarded this financial services contract by City of Vernon, as recorded on August 4, 2026.

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 City of Vernon Agenda 2026-08-04 (Agenda), dated August 4, 2026 from City of Vernon. 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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