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/Ken Barkus	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)

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

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

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