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Bid Title: RFP for 457 (b) Bundled Providers
Category: Request for Proposals
Status: Closed


The City of Billings is requesting proposals for bundled providers for 457(b) plan recordkeeping, administration, custodial/trustee services, communication and education, and investment advisory/management services, for the Human Resources Department, Billings, Montana.  Seven proposals shall be received addressed to:  City of Billings HR Department, 210 N. 27th Street, Billings, MT 59103, Attention: Leta Lintern, until 2:00 PM (MST) on Friday, January 26, 2018.  One proposal shall be received addressed to:  Gallagher Benefit Services, 6300 S. Syracuse Way, Suite 700, Centennial, CO 80111, Attention: Karlynn Schramm, Client Consultant, until 2:00 PM (MST) on Friday, January 26, 2018.

Publication Date/Time:
12/14/2017 12:00 AM
Publication Information:
Published in the Yellowstone County News 12/15 & 12/22/17
Closing Date/Time:
1/26/2018 2:00 PM
Submittal Information:
City of Billings, City Clerk, PO Box 1178, Billings, MT 59103; or 210 N 27th St, Billings, MT 59101
Contact Person:
More specific additional information regarding the RFP for 457(b) bundled providers can be obtained by contacting Karlynn Schramm via telephone at (303) 889-2702, or via email at The Request for Proposal may also be found on the City’s website at, by clicking on “Doing Business,” and then on “Bids.”
Business Hours:
M - F 8 AM - 5 PM
Proposers may withdraw their proposal either personally or by written request at any time prior to the due date set for receiving proposals. No proposal may be withdrawn or modified after the due date and time, unless and until the award of the contract is delayed for a period exceeding ninety (90) days.
The right is reserved to reject any or all proposals received, to waive irregularities, to postpone the award of the contract for a period of not to exceed ninety (90) days, and to accept that proposal which is in the best interests of the City of Billings, Montana. Award of any contracts contingent upon approval by Billings City Council.
The City of Billings is an Equal Opportunity Employer. The Contractor and subcontractor shall abide by the requirements of 41 CFR 60-300.5(a) and 41 CFR 60-741.5(a), which prohibit discrimination against qualified protected veterans and/or qualified individuals on the basis of disability, and requires affirmative action by covered prime contractors and subcontractors to employ and advance in employment qualified protected veterans and individuals with disabilities.
Published at Billings, Montana, Friday, December 15, 2017 and Friday, December 22, 2017.

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