Borough of Fenwick Minutes Special Meeting of the Warden and Board of Burgesses 2026-04-02
Edward Jones Assists Borough on New Retirement Plan
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Description
The Borough is collaborating with a local Edward Jones office in Essex, together with Nationwide, to structure a revised employee retirement plan. The new arrangement is expected to be defined within approximately three months, including any fees tied to switching providers.
Contract Details
Vendor
EDWARD JONES
Agency
Borough of Fenwick, CT
Contract Type
FINANCIAL_SERVICES
Document Date
April 2, 2026
Renewal Info
Part of a pending transition from the current retirement plan provider; details on ongoing advisory or custodial roles will be set when the new plan is finalized.
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