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 St.
Kirksville, MO 63501
660-665-3899
Aspire 403(b)
Jon Peck
Edward Jones
103 W. Potter Ave.
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 St.
Kirksville, MO 63501
660-665-5693

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

Jamey Morton
Morton Financial Solutions, LLC
405 E. Northtown Rd.
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
520 N. Baltimore St.
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 E. Northtown Rd.
Kirksville, MO 63501
660-665-3045
mortonfinancial.solutions

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

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