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 Human Resources Office. 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
1503 E Illinois
Kirksville, MO 63501
660-665-3899
Aspire 403(b) – Edward Jones
Jon Peck
103 Potter
Kirksville, MO 63501
660-665-3255
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
314-225-6966 or 314-889-0533
Adam.Hartz@equitable.com
1 City Place Drive, Suite 100
Creve Couer, MO 63141
314-225-6966 or 314-889-0533
Adam.Hartz@equitable.com
Missouri State Deferred Compensation Plan (457)
TIAA/CREF
Aspire 403(b) – Morton Financial Solutions, LLC
Jamey Morton
Chartered Financial Consultant
405 East Northtown Road
Kirksville, MO 63501
660-665-3045
mortonfinancial.solutions
Chartered Financial Consultant
405 East Northtown Road
Kirksville, MO 63501
660-665-3045
mortonfinancial.solutions
VALIC
Jamey Morton
Chartered Financial Consultant
405 East Northtown Road
Kirksville, MO 63501
660-665-3045
mortonfinancial.solutions
Chartered Financial Consultant
405 East Northtown Road
Kirksville, MO 63501
660-665-3045
mortonfinancial.solutions
Chuck Worstell
103 Corporate Lake Drive
Columbia, MO 65203
573-356-5537
Waddell & Reed, Inc.
888-923-3355 (WADDELL)
www.waddell.com
www.waddell.com