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) Tax Sheltered Annuity Companies
- Aetna Life & Casualty Co.
- Steve Marchbanks
940 W. Port Plaza, Suite 330
St. Louis, MO 63146
- Steve Marchbanks
- American Funds
- Ameritime Financial Advisors
David Bethel & Dr. Jeff Romine
Phone: 660-341-4689 or 660-349-8163
- Lloyd Kissick, Edward Jones
Phone: 660-665-4012
- Ameritime Financial Advisors
- American Century Mutual Funds
- Michael Harrach
P. O. Box 419385
Kansas City, MO 64141
800-345-3533
- Michael Harrach
- Ameriprise Financial
- Vijay K. Bansal / Dale Schenewerk
Kirksville, MO 63501
Vijay: 660-627-7526
Dale: 660-665-3899
- Vijay K. Bansal / Dale Schenewerk
- American United Life Insurance
- Bruce A. Price
Topeka, KS 66611
785-266-6510
- Bruce A. Price
- Equitable Life Assurance Society
- Larry Stevens
Columbia, MO 63201
573-442-8003
- Larry Stevens
- General American Life Ins. Co.
- James Harding
Kirksville, MO 63501
660-665-5885
- James Harding
- Janus Mutual Fund
- P. O. Box 173375
Denver, CO 80217-3375
800-525-3713
- P. O. Box 173375
- Massachusetts Mutual
- James M. Farmer
805 Spring Street
Quincy, IL 62301-2557
217-223-4020
- James M. Farmer
- Merrill Lynch
- 456 Fulton St., Suite 400
Peoria, IL 61602
800-747-6669
- 456 Fulton St., Suite 400
- MetLife
- Craig A. Comstock
Downing, MO 63536
660-457-2232
- Craig A. Comstock
- Missouri State Deferred Compensation Plan (457)
- CitiStreet
800-392-0925, Option 3
- CitiStreet
- Nationwide Insurance
- James R. Morton
Kirksville, MO 63501
660-665-8882
- James R. Morton
- Northwestern Mutual Life
- Richard Collop
424 S Woods Mill Rd., Ste 110
Chesterfield, MO 63017
314-744-5203
- Richard Collop
- T. Rowe Price Trust Co.
- 100 E. Pratt Street
Baltimore, MD 21210
800-492-7670
- 100 E. Pratt Street
- Teachers Ins. & Annuity (TIAA-CREF)
- Brian Buchmeier
730 Third Avenue
New York, NY 10017
314-244-5168
- Brian Buchmeier
- VALIC (Variable Annuity Life)
- Nick Burton
12312 Olive Blvd., Suite 265
St. Louis, MO 63141
314-439-4850
- Nick Burton
- Vanguard Feduciary Trust Co.
- P. O. Box 1103
Valley Forge, PA 19482
800-662-7447 ext. 2001
- P. O. Box 1103
- Waddell & Reed Financial Services
- Rodney M. Loesch
1900 N. Providence
Columbia, MO 65202
573-875-4494
- Rodney M. Loesch