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Optional Retirement Plans

ADMIN Partners

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

Admin Partners Phone:  1-877-484-4400

Admin Partners Email:  service@youradminpartners.com

The District’s authorized vendors are: 

Vendor Name                               

Phone Number                        Advisor/Contact Name                            Email                                                                   
Edward Jones (Aspire) (406) 755-4145 Jesse Rigler/Jesse Hibbs Jesse.rigler@edwardjones.com
DA Davidson (Franklin TP & Invesco) (406) 751-5813 Josh Boyce/Ken Barkus jboyce@dadco.com
Ameriprise Financial (The Hartford) (406) 752-7754 Paul Stein paul.n.stein@ampf.com
Horace Mann (720) 948-2957 Hallie Strickland

hallie.strickland@horacemann.com

Raymond James (Voya/Reliastar) (406) 756-7200 Jeannie Luckey/Bill Parson jeannie.luckey@raymondjames.com
Thrivent Financial (406) 210-4356 Peter Pius peter.pius@thrivent.com
AIG Retirement Services (VALIC/CoreBridge) (406) 203-8043 Autumn Browning autumn.browning@corebridgefinancial.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 751-3446 for further information.