District Discusses No-Cost 403(b) Plan Update With Epic

Slate Valley Unified Union School District discussed updating its 403(b) plan agreement with Epic, its third-party administrator. The no-cost update will add Roth account options and Secure 2.0 Act language; Epic updates its documents every five years.

Document date · October 1, 2026

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Scope & details

The full contract record, as filed.

Contract type

FINANCIAL_SERVICES

Contract term

Document updates every five years

Renewal

Agreement is due for review; Epic updates its plan documents every five years.

Document type

Minutes

Source document

Slate Valley Unified Union School District Minutes Finance Committee Meeting 2026-10-01

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Frequently asked questions

Common questions about this contract, answered from the record.

Who was awarded the financial services contract by Slate Valley Unified Union School District 62?

EPIC was awarded this financial services contract by Slate Valley Unified Union School District 62, as recorded on October 1, 2026.

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 Slate Valley Unified Union School District Minutes Finance Committee Meeting 2026-10-01 (Minutes), dated October 1, 2026 from Slate Valley Unified Union School District 62. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does EPIC hold?

EPIC 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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