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Allen Associates Approved for Tax Shelter Annuities

Upper Township School District logoUpper Township School District
Document date
Jun 22, 2026
Term
2026/2027 school year
Renews
Free account

The 30-second brief

What it covers

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.

Who holds it

Allen Associates holds this financial services contract with Upper Township School District. Its other public contracts on record include work for Borough of Elmwood Park and Lyndhurst Public School District.

What happens next

The renewal date is on record. A free account shows it, with the renewals for every Upper Township School District contract.

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Contract details

Contract type
Financial Services
Document date
June 22, 2026
Term
2026/2027 school year
Renews
Free account
Vendor
Allen Associates
Agency
Upper Township School District
Source document
Upper Township School District Agenda Regular Meeting 2026-06-22 (Agenda)

Allen Associates's other public contracts

Borough of Elmwood Park, New JerseyAllen Associates Gives Insurance Presentation · Sep 3, 2026UndisclosedLyndhurst Public School District, New JerseyBoard Approves Insurance Package via Allen Associates · Aug 25, 2026$59.1KCity of Vineland, New JerseyCity Amends Allen Associates Health Benefits Pricing · Jun 23, 2026UndisclosedCity of Vineland, New JerseyHealth benefits premium increase with Allen Associates corrected · Jun 23, 2026UndisclosedCity of Vineland, New JerseyHealth Benefits Award to Allen Associates Amended · Jun 23, 2026UndisclosedAll Allen Associates contractsVendor profile

More Upper Township School District contracts

Thomas Jefferson UniversityTraining Site Agreement Recommended With Thomas Jefferson · Oct 26, 2026UndisclosedNJSBABoard Ratifies NJSBA Professional Development Workshop Expense · Oct 26, 2026$1.1KBurlington County Special Services School DistrictTuition Agreement Recommended With Burlington County · Oct 26, 2026$55.9KBurlington County Special Services School DistrictTeacher Assistant Agreement Recommended With Burlington County · Oct 26, 2026$56.3KTownship of UpperUpper Township Offers Soccer Net Equipment Donation · Oct 26, 2026UndisclosedAll Upper Township School District activityAgency profile

Questions about this contract

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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