District exploring 403(b) Special Pay plan with Equitable
- Document date
- Mar 1, 2026
The 30-second brief
The district is considering engaging Equitable Advisors to administer a new employer-sponsored Special Pay 403(b) Plan for severance payouts, with an anticipated effective date in March or April 2026. Equitable Advisors would manage employer contributions under IRS guidelines as part of the district’s existing 403(b)/457 vendor relationships.
Equitable Advisors holds this financial services contract with Tipp City Exempted Village Schools. Its other public contracts on record include work for California Academy of Learning CS and California Academy Of Learning Cs.
Term as filed: Plan effective March or April 2026; ongoing administration thereafter.
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Contract details
- Contract type
- Financial Services
- Document date
- March 1, 2026
- Term
- Plan effective March or April 2026; ongoing administration thereafter
- Vendor
- Equitable Advisors
- Source document
- School District Proposal Special Pay - 403(b) Plan 2026-03-01 (Proposal)
Equitable Advisors's other public contracts
More Tipp City Exempted Village Schools contracts
Questions about this contract
Who was awarded the financial services contract by Tipp City Exempted Village Schools?
Equitable Advisors was awarded this financial services contract by Tipp City Exempted Village Schools, as recorded on March 1, 2026.
What type of contract is this?
This is a Financial Services contract, documented as a proposal record.
Where was this contract approved?
This contract appears in School District Proposal Special Pay - 403(b) Plan 2026-03-01 (Proposal), dated March 1, 2026 from Tipp City Exempted Village Schools. Civic IQ extracts contract records directly from agency meeting documents and solicitations.
What other contracts does Equitable Advisors hold?
Equitable Advisors 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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What is Tipp City Exempted Village Schools currently buying?
Explore Tipp City Exempted Village Schools's vendors, signed contracts, and active RFPs on their Civic IQ agency profile.