Arthur J. Gallagher & Co.

Employee financial wellness

#031623-GLG
Maturity Date:  5/29/2027

Products & Services

Sourcewell contract 031623-GLG gives access to the following types of goods and services:

  • Funded HRA services
  • Tax-free medical account
  • Mobile app & debit card
  • Dedicated customer care center
  • Unlimited financial coaching
  • Public Service Loan Forgiveness program guidance
  • Debt reduction tools
  • Financial literacy education
  • Retirement planning & investment options
  • Budget & net worth tools
  • Employee emergency loans
  • Student loan debt consolidation & management

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Documents

Contract Documentation

Contract

Competitive Solicitation Documentation

Request for Proposal (RFP)
Proof of Publication
Proposal Opening Record
Proposal Evaluation
Comment & Review
Board Resolutions

Additional Response Documentation

Supplier Terms and Conditions
Other Response Documents
Other Response Documents

Pricing Documentation

Information in this file is subject to change

Contract 031623-GLG-Price Information

Contact Information

Supplier Contact Information

To purchase off this contract or for questions regarding products and pricing, please contact:

Corree Riley, Account Executive, HRAs, VEBAs, Trusts
Phone:   714-323-1403
Email:   corree_riley@ajg.com
Bryce Craig, Voluntary Benefits Practice Leader - Employee Loans
Phone:   (801) 559-2944
Email:   bryce_craig@ajg.com
Chad Meadows, Senior Account Executive, Your Money Line - Student Loans
Phone:   (317) 997-5061
Email:   chad@yourmoneyline.com

Sourcewell Contact Information

For questions regarding contract documentation or the solicitation process, please contact: