FINANCIAL_SERVICESAPPROVED

Clinton-Glen Gardner School District Awards Financial Services Contract to Equitable (formerly Axa Equitable) (January 2023)

The Board approved Equitable (formerly AXA Equitable) as a Tax Shelter Annuity vendor, including Roth options, under the district’s 403B Plan. Staff can invest retirement funds through Equitable.

Document date · January 3, 2023

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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 type
FINANCIAL_SERVICES
Contract term
2022-2023 school year
Renewal date
2023-06-30
Renewal
Equitable is included on the 403B approved vendor list for 2022-2023; may be renewed or revised annually.
Document type
Agenda
Source document
Clinton-Glen Gardner Board of Education Reorganization Agenda Jan 2023

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Frequently asked questions

Common questions about this contract, answered from the record.

Who was awarded the financial services contract by Clinton-Glen Gardner School District?

Equitable (formerly Axa Equitable) was awarded this financial services contract by Clinton-Glen Gardner School District, as recorded on January 3, 2023.

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 Clinton-Glen Gardner Board of Education Reorganization Agenda Jan 2023 (Agenda), dated January 3, 2023 from Clinton-Glen Gardner School District. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does Equitable (formerly Axa Equitable) hold?

Equitable (formerly 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.

View Equitable (formerly Axa Equitable)'s profile

What is Clinton-Glen Gardner School District currently buying?

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