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Deferred Compensation Fees Reduced with Morningstar Amendment

Kern County logoKern County
Document date
Sep 14, 2021

The 30-second brief

What it covers

The Board approved retroactive Amendment No. 1 to Agreement 468-2017 with Morningstar to reduce fees for Deferred Compensation Managed Account Services effective July 1, 2021. The amendment lowers participant costs without additional fiscal impact to the County.

Who holds it

MORNINGSTAR holds this financial services contract with Kern County. Its other public contracts on record include work for City of Joliet city and Placer County Air Pollution Control District.

What happens next

Term as filed: Effective July 1, 2021 (amendment effective date).

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Contract details

Contract type
Financial Services
Document date
September 14, 2021
Term
Effective July 1, 2021 (amendment effective date)
Vendor
MORNINGSTAR
Agency
Kern County
Source document
Kern County Board of Supervisors Summary of Proceedings 2021-09-14 (Minutes)

MORNINGSTAR's other public contracts

City of Joliet city, IllinoisJoliet Accepts CDBG Subrecipient Agreement With Morningstar · Oct 6, 2026UndisclosedCity of Joliet city, IllinoisJoliet Proposes CDBG Agreement with Morningstar · Oct 5, 2026UndisclosedCity of Joliet city, IllinoisJoliet Considers CDBG Agreement With Morningstar · Oct 4, 2026UndisclosedCity of Joliet city, IllinoisJoliet Considers CDBG Agreement with Morningstar · Oct 4, 2026UndisclosedPlacer County Air Pollution Control District, CaliforniaPlacer County Replaced Morningstar Fiduciary Consultant · Sep 22, 2026UndisclosedAll MORNINGSTAR contractsVendor profile

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Questions about this contract

Who was awarded the financial services contract by Kern County?

MORNINGSTAR was awarded this financial services contract by Kern County, as recorded on September 14, 2021.

What type of contract is this?

This is a Financial Services contract, documented as a minutes record.

Where was this contract approved?

This contract appears in Kern County Board of Supervisors Summary of Proceedings 2021-09-14 (Minutes), dated September 14, 2021 from Kern County. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does MORNINGSTAR hold?

MORNINGSTAR 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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Explore Kern County's vendors, signed contracts, and active RFPs on their Civic IQ agency profile.

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