PROJECTCONTRACT ADMIN

403B and Roth plan termination

St. Mary s Academy Charter School
Detected
Oct 22, 2026
11 days ago
Sector
Payroll and Pension
Est. value
Free account
Detected 11 days agoOct 22

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From the meeting

The board will consider terminating the employer 403B/Roth plan under Edward Jones/Empower. The agenda says the plan costs $1,500 a year and covers 4 active contributing and 1 non-contributing participant. Employees were given advance notice on 9/18/26, so this is a live retirement-benefits administration change with possible replacement or transition work.

Meeting date
October 22, 2026
Agency
St. Mary s Academy Charter School

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