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Retirement Plan Review With Advisory Firm Scheduled

Vermont state Housing Authority logoVermont state Housing Authority
Document date
Mar 26, 2025

The 30-second brief

What it covers

The Vermont State Housing Authority Board agenda includes a plan review with Ken Mergen of Retirement Plan Advisors, indicating ongoing or prospective retirement plan advisory services. No contract amount or term is specified in the agenda document.

Who holds it

Retirement Plan Advisors holds this financial services contract with Vermont state Housing Authority. Its other public contracts on record include work for Eureka Fire Protection District and Chicago Transit Authority.

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Contract details

Contract type
Financial Services
Document date
March 26, 2025
Vendor
Retirement Plan Advisors
Agency
Vermont state Housing Authority
Source document
vermont-state-housing-authority-agenda-2025-03-26_808.pdf (Agenda)

Retirement Plan Advisors's other public contracts

Eureka Fire Protection District, MissouriRetirement Plan Advisors Seek District Pension Work · Jul 27, 2026UndisclosedChicago Transit Authority, IllinoisCommittee Approves Retirement Advisors Invoice · Jul 23, 2026$6.7KMunicipal Accountability Review Board | State of Connecticut, ConnecticutHartford Continues Retirement Plan Advisors Partnership · Jul 1, 2026UndisclosedFranklin County, MissouriRetirement Plan Advisors Administered District 401(a) · Jun 2, 2026Chicago Transit Authority, IllinoisRetirement Plan Advisors invoice approved for April services · May 27, 2026$6.7KAll Retirement Plan Advisors contractsVendor profile

More Vermont state Housing Authority contracts

Department of Children & FamiliesVSHA Initiates Bridge Rental Assistance Contract With DCF · Sep 23, 2026UndisclosedNorthfield Savings BankVSHA Approves $3 Million Northfield Credit Facility · Sep 23, 2026$3MSMITHVSHA Continues Organizational Consulting With Smith · Sep 23, 2026UndisclosedBlue Cross Blue ShieldVSHA Reviews Blue Cross Blue Shield 2027 Rates · Sep 23, 2026Invest in VermontVSHA Authorizes Invest in Vermont Credit Facility · Sep 23, 2026$3MAll Vermont state Housing Authority activityAgency profile

Questions about this contract

Who was awarded the financial services contract by Vermont state Housing Authority?

Retirement Plan Advisors was awarded this financial services contract by Vermont state Housing Authority, as recorded on March 26, 2025.

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 vermont-state-housing-authority-agenda-2025-03-26_808.pdf (Agenda), dated March 26, 2025 from Vermont state Housing Authority. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does Retirement Plan Advisors hold?

Retirement Plan 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.

Show 1 more question

What is Vermont state Housing Authority currently buying?

Explore Vermont state Housing Authority's vendors, signed contracts, and active RFPs on their Civic IQ agency profile.

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