Tax Sheltered Annuities

Tax Sheltered Annuities


Payroll deductions may be arranged for contributions to approved tax sheltered annuity companies. The list of approved companies is below. To begin deductions for a 403(b) company, contact that company’s representative to create an account then complete the Truman State University Salary Reduction Agreement Form.

The Salary Reduction Agreement form is available here. Complete and sign the form then bring it to the Benefits Coordinator for approval. To cancel a deduction, check the “Termination” box and list all companies with $0 as the deduction amount.

403 (b) Companies


Ameriprise Financial
Dale Schenewerk
1503 E Illinois
Kirksville, MO 63501
660-665-3899
Aspire 403(b) – Edward Jones
Jon Peck
103 Potter
Kirksville, MO 63501
660-665-3255

Paul Kissick
210 Pfeiffer Ave.
Kirksville, MO 63501
660-665-4012

Mike Miletich
1318 S. Baltimore
Kirksville, MO 63501
660-665-5693

AXA/Equitable
Adam Hartz
1 City Place Drive, Suite 100
Creve Couer, MO 63141
314-889-0533
adam.hartz@axa-advisors.com
Missouri State Deferred Compensation Plan (457)
Callie Simmons
3349 American Ave. Ste A
Jefferson City, MO 65109
573-644-1265
CallieS@mosers.org
TIAA/CREF
800-842-2252
www.tiaa.org
VALIC
Jamey Morton
Chartered Financial Consultant
PO Box 265
405 East Northtown Road
Kirksville, MO 63501
660-665-3045

Chuck Worstell
103 Corporate Lake Drive
Columbia, MO 65203
573-356-5537

Waddell & Reed, Inc.
Rodney M. Loesch
200 E Southampton Drive, Suite 102
Columbia, MO 65203
573-875-4494