Public Notice Taunton Retirement System Request for Proposals
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Closes
Oct 16, 2026
The Taunton (MA) Retirement Board is seeking proposals from qualified law firms to provide Portfolio Monitoring Services.
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See my top accountsActive opportunities open for bidding
-
Closes
Oct 16, 2026
The Taunton (MA) Retirement Board is seeking proposals from qualified law firms to provide Portfolio Monitoring Services.
Key metrics and characteristics
City
The city where this buyer is located.
Taunton
County
The county where this buyer is located.
Bristol
Address
Physical address of this buyer.
104 Dean Street, Suite 203
Zip Code
Postal code for this buyer's location.
02780
Propensity to Spend
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AI Adoption Score
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Latest Budget Year
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Operating Budget
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Board meetings and strategic plans from Taunton Contributory Retirement System
The meeting included an investment performance update for the first quarter, noting portfolio diversification and performance relative to benchmarks. The Board discussed ongoing real estate manager searches, cybersecurity practices and potential enhancements, and the adoption of supplementary regulations regarding electronic signatures. Administrative actions included the appointment of election officers, approval of military service fund appropriations, and updates on actuarial valuations and auditing processes. The Board also reviewed staffing contracts, addressed involuntary disability retirement procedures, and planned future presentations on investment options.
The Board discussed investment performance updates and the real estate search process, placing the Vontobel manager on watch status. Representatives from a cybersecurity firm provided recommendations on AI protocols and internal security procedures. A hearing was held for a new supplementary regulation regarding electronic signatures, which was subsequently approved. The Board also reviewed accounting and legal reports, approved budget expenditures, addressed new member enrollments, acknowledged deaths, processed city appropriations, and discussed credit card issuance for staff along with upcoming investment firm presentations.
The Board convened to conduct annual employee evaluations for retirement staff and to deliberate on contract renewals and salary raises for the calendar year 2026. The discussions took place primarily during an executive session, after which the Board returned to open session to formally vote on recording the executive session outcomes and to determine that staff salary raises would be addressed independently rather than as a group.
Extracted from official board minutes, strategic plans, and video transcripts.
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