FINANCIAL_SERVICESRECOMMENDED

Allen Associates Approved for Tax Shelter Annuities

Allen Associates will be authorized via broker Daniel Peretti to offer tax shelter annuity products to staff during the 2026/2027 school year. The firm will provide voluntary retirement benefit options.

Status
RECOMMENDED
Document date
June 22, 2026
Contract type
FINANCIAL_SERVICES
Vendor
Allen Associates
Agency
Upper Township School District · NJ

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Veritone logo
TerraCycle logo
Cyvl logo
WithersRavenel logo
Derivita logo
Comcate logo
SafeTouch logo
IANS Research logo
Motive logo
Veritone logo
TerraCycle logo
Cyvl logo
WithersRavenel logo
Derivita logo
Comcate logo
SafeTouch logo
IANS Research logo
Motive logo
Veritone logo
TerraCycle logo
Cyvl logo
WithersRavenel logo
Derivita logo
Comcate logo
SafeTouch logo
IANS Research logo

Scope & details

The full contract record, as filed.

Contract type
FINANCIAL_SERVICES
Contract term
2026/2027 school year
Renewal date
2027-06-30
Document type
Agenda
Source document
Upper Township School District Agenda Regular Meeting 2026-06-22

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Frequently asked questions

Common questions about this contract, answered from the record.

Who was awarded the financial services contract by Upper Township School District?

Allen Associates was awarded this financial services contract by Upper Township School District, as recorded on June 22, 2026.

What type of contract is this?

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

Where was this contract approved?

This contract appears in Upper Township School District Agenda Regular Meeting 2026-06-22 (Agenda), dated June 22, 2026 from Upper Township School District. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does Allen Associates hold?

Allen Associates 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 Upper Township School District currently buying?

Explore Upper Township School District's vendors, signed contracts, and active RFPs on their Civic IQ agency profile.

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