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 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 2023 contribution limits are below:
403b Plan | $22,500 |
403b Plan (age 50 and older) | $30,000 |
457 Plan | $22,500 |
457 Plan (age 50 and older) | $30,000 |
403 (b) Companies
1503 E Illinois
Kirksville, MO 63501
660-665-3899
103 Potter
Kirksville, MO 63501
660-665-3255
Yosef McHugh
210 Pfeiffer Ave.
Kirksville, MO 63501
660-665-4012
Mike Miletich
1318 S. Baltimore
Kirksville, MO 63501
660-665-5693
1 City Place Drive, Suite 100
Creve Couer, MO 63141
314-225-6966 or 314-889-0533
Adam.Hartz@equitable.com
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
www.waddell.com