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Kalispell Public Schools
Kalispell, Montana

Optional Retirement Plans

The District’s authorized vendors will be: Edward Jones, DA Davidson, Mass Mutual, Raymond James, and VALIC. 

Plan information can be accessed through the District's plan administrator at youradminpartners.com
 

 

Vendor Name                                Phone Number                        Advisor/Contact Name                            Email                                                                   
Edward Jones (406) 755-4145 Jesse Rigler Jesse.rigler@edwardjones.com
DA Davidson (406) 751-5813 Josh Boyce jboyce@dadco.com
Ameriprise Financial 406-752-7754 Paul Stein paul.n.stein@ampf.com
Raymond James (406) 756-7200 Jeannie Luckey/Bill Parson jeannie.luckey@raymondjames.com
Valic (406) 407-8395 Matt Terrio mathew.terrio@valic.com

 

403(b) Plan documents (Board Resolution, Plan Document)

-Plan Document
-Board Resolution

457(b) Plan documents (Board Resolution, Plan Document)

-Plan Document
-Board Resolution

401(a) Plan documents (Board Resolution)

Contact Human Resources Director, at 751-3435 for further information.