FINANCIAL_SERVICESRECOMMENDED

AXA Equitable Named Approved Financial Advisor

AXA Equitable is slated for appointment as an approved financial advisory firm for district staff during the 2026-2027 school year, offering voluntary investment and retirement planning services.

Status
RECOMMENDED
Document date
July 9, 2026
Contract type
FINANCIAL_SERVICES
Vendor
Axa Equitable
Agency
Bergen County Special Services School District · NJ

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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 type
FINANCIAL_SERVICES
Contract term
2026-2027 school year
Renewal date
2027-06-30
Renewal
One-year approval as a financial consultant for employees; subject to annual Board reappointment.
Document type
Agenda
Source document
Bergen County Special Services School District Agenda Reorganization Meeting 2026-07-09

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Frequently asked questions

Common questions about this contract, answered from the record.

Who was awarded the financial services contract by Bergen County Special Services School District?

Axa Equitable was awarded this financial services contract by Bergen County Special Services School District, as recorded on July 9, 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 Bergen County Special Services School District Agenda Reorganization Meeting 2026-07-09 (Agenda), dated July 9, 2026 from Bergen County Special Services School District. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does Axa Equitable hold?

Axa Equitable 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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What is Bergen County Special Services School District currently buying?

Explore Bergen County Special Services School District's vendors, signed contracts, and active RFPs on their Civic IQ agency profile.

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