Tax Sheltered Annuities

Tax Sheltered Annuities


Payroll deductions may be arranged for pre-tax and Roth contributions to approved tax sheltered annuity companies. The list of approved companies is below. To begin deductions for a 403(b) company or with Missouri Deferred Compensation (a 457 plan), 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 Human Resources Office. To cancel a deduction, check the “Termination” box and list all companies with $0 as the deduction amount.

The IRS limits the amount an individual may contribute to each plan during a calendar year. The 2026 contribution limits are below:

403b Plan$24,500
403b Plan (age 50 and older)$32,500
457 Plan$24,500
457 Plan (age 50 and older)$32,500
457 Plan (age 60-63)$35,750

 

403 (b) Companies


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

Yosef McHugh
Edward Jones
210 Pfeiffer Ave.
Kirksville, MO 63501
660-665-4012

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

Jeff Jachura
Jachura Financial
1220 N. Baltimore St., Suite B
Kirksville, MO 63501
660-627-5550
www.jachurafinancial.com

Jamey Morton
Morton Financial Solutions, LLC
405 East Northtown Road
Kirksville, MO 63501
660-665-3045
mortonfinancial.solutions

Sam Heveroh
Tim Nenninger
Stonebridge Financial Group
3770 S. Lindbergh Blvd, Suite 102
St. Louis, MO 63127
314-729-9500
www.stonebridgefin.com

Equitable 403(b)
LPL Financial (formerly Waddell & Reed, Inc.) 403(b)
Jeff Jachura
Jachura Financial
1220 N. Baltimore St., Suite B
Kirksville, MO 63501
660-627-5550
www.jachurafinancial.com
Missouri State Deferred Compensation Plan 457(b)
Kate Kuse
3349 American Ave. Ste A
Jefferson City, MO 65109
573-644-1266
KateK@mosers.org
TIAA/CREF 403(b)
Erin Day
St. Louis, Missouri
314-244-5074
erin.day@TIAA.org
VALIC 403(b)
Jamey Morton
Morton Financial Solutions, LLC
405 East Northtown Road
Kirksville, MO 63501
660-665-3045
mortonfinancial.solutions

Jeff Jachura
Jachura Financial
1220 N. Baltimore St., Suite B
Kirksville, MO 63501
660-627-5550
www.jachurafinancial.com

khusus4d situs slot slot gacor slot gacor situs slot robopragmapure-iptv.tv.php slot777pure-iptv.tv.php toto slot slot gacor rans303 toto slot SPY77 https://www.turkeydiscoverthepotential.com/

BENTENG786 juara100 toto slot toto toto toto slot toto slot https://bto-ao.co.jp/scaleremover/ https://ppid.karantinaindonesia.go.id/ toto slot DEPOBOS situs toto toto slot88 toto togel djarum88 TOPWD slot maxwin Nanastoto Depobos https://bapenda.murungrayakab.go.id/ BOSJOKO slot gacor situs togel slot gacor togel online totoslot djarum88 djarum88 situs toto toto slot toto slot slot gacor toto slot toto slot toto slot ARENA303 situs toto https://www.montreal2026.org/equipe/ situs toto ARENA303 https://www.demeral.com/it/podcast ARENA303 DEPOBOS toto situs slot SITUS SLOT GACOR toto bwo99 bwo99 DEPOBOS djarum88 bwo99 mpo LAPAK99 toto slot toto slot WDBOS slot gacor SLOT GACOR BWO99 toto toto situs toto situs toto toto mpo slot apo388 slot 1000 jokertoto toto slot slot pragmatic play WDBOS slot88 slot maxwin parlay bola