Voya Provides Recordkeeping for Pension2 403(b) Plan

Voya Institutional Services, LLC serves as the recordkeeper for Novato Charter School’s CalSTRS Pension2 403(b) Plan, handling participant account administration and related services. Participant-paid administrative fees support both Voya and CalSTRS under the existing service agreement.

Document date · May 8, 2024

Track Novato Charter District contracts

Get alerts when new contracts are awarded or existing ones approach renewal at Novato Charter District.

Get started free

Create a free account · no credit card

Work in government? Get Civic IQ free

Scope & details

The full contract record, as filed.

Contract type

FINANCIAL_SERVICES

Contract term

Concurrent with CalSTRS Pension2 403(b) Service Agreement term beginning April 30, 2020

Renewal date

2025-04-30

Renewal

Voya’s subcontracted recordkeeping services are provided under CalSTRS’ agreement with the school; continuation is subject to CalSTRS’ oversight and any future changes in subcontractor selection.

Document type

AgendaPacket

Source document

Novato Charter School AgendaPacket Regular Meeting Agenda 2024-05-08

Related contracts

Other contracts from Voya Institutional Services Llc.

View all →

CalSTRS 403(b) Service Agreement 2026-08-18

ONGOING

Shade Canyon, CaliforniaAug 18, 2026

temecula-international-academy-district-contract-2024-04-18_9d3.pdf

ONGOING

Temecula International Academy District, CaliforniaApr 18, 2024

Frequently asked questions

Common questions about this contract, answered from the record.

Who was awarded the financial services contract by Novato Charter District?

Voya Institutional Services Llc was awarded this financial services contract by Novato Charter District, as recorded on May 8, 2024.

What type of contract is this?

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

Where was this contract approved?

This contract appears in Novato Charter School AgendaPacket Regular Meeting Agenda 2024-05-08 (AgendaPacket), dated May 8, 2024 from Novato Charter District. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does Voya Institutional Services Llc hold?

Voya Institutional Services Llc 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 Voya Institutional Services Llc's profile

What is Novato Charter District currently buying?

Explore Novato Charter District's vendors, signed contracts, and active RFPs on their Civic IQ agency profile.

View Novato Charter District's profile