Institutional Shareholder Services Inc. at Pennsylvania Public School Employees' Retirement System

Effective: Jul 1, 2025

Expires: Unlock →

This document is a renewal letter from the Commonwealth of Pennsylvania Public School Employees' Retirement System (PSERS) to Voya Institutional Plan Services, LLC, dated June 23, 2025. PSERS is exercising its right to renew the Administrative Services Agreement for the School Employees' Defined Contribution Plan, extending the term through June 30, 2026. The original agreement commenced on or about July 1, 2019.

Effective: Oct 1, 2024

Expires: Unlock →

This document details a Purchase Order (No: 4300831518) issued by the Commonwealth of Pennsylvania, Public School Employees' Retirement System (PSERS) to MSCI INC. The contract, effective from October 1, 2024, to September 30, 2027, is for custom data indices and related index services, totaling $354,583.30. It incorporates an MSCI Order Form and several exhibits, including a Master Data License Agreement, an Addendum for Expanded Access to MSCI Services, and an Index Services Specific Supplement, which collectively define the licensed services, terms, and conditions for various equity and fixed income index product groups, applications, and user licenses.

Effective: Mar 31, 2025

Expires: Unlock →

This document is a CGS Services Attachment to a CUSIP Subscription Agreement between CUSIP Global Services (CGS) and the Pennsylvania Public School Employees' Retirement System (PSERS). It details the specific CGS services subscribed to, including CUSIP License for an annual fee of $22,155 and complimentary CUSIP Access. The attachment is effective from March 31, 2025, for a 12-month period. It also incorporates a CUSIP Use of Service Statement, dated November 14, 2024, which outlines PSERS's use of CGS data, including instrument types, data reception methods, and authorized vendors.

Effective: Jun 27, 2025

Expires: Unlock →

This agreement details executive search services provided by Hudepohl & Associates, Inc. to the Commonwealth of Pennsylvania, Public School Employees' Retirement System (PSERS). The purpose is to recruit a new Executive Director following the current director's retirement on June 27, 2025. The services encompass candidate recruitment, screening, interviewing, and presentation. The payment structure involves a placement fee of one-third of the total first year's cash compensation (with a minimum of $65,000), plus various expenses. Payments are made in three non-refundable retainers based on estimated compensation, reconciled to actuals. The contract term is one year from its effective date, which is not explicitly stated but is tied to the last Commonwealth signature. The document also incorporates standard Commonwealth contract terms and conditions.