BENEFITS

Tax Deferred Annuity 403(b)

Providers:
  • AXA EQUITABLE
  • VOYA
  • TIAA-CREF
  • VALIC
Contact Information: AXA EQUITABLE
Kenneth A. Sheppard
1052 Highland Colony Parkway, Suite 200
Ridgeland, MS 39157
1-601-898-7210

Walter Shirley, Jr.
1052 Highland Colony Parkway, Suite 200
Ridgeland, MS 39157
1-601-898-1919

William “Trey” Brunson
1052 Highland Colony Parkway, Suite 200
Ridgeland, MS. 39157
1-601-898-7220

VOYA
http://www.ingretirementplans.com/
Marcus Kincaid
Reregistered Representative/Local Servicing Agent
P.O. Box 1241
Louisville, MS 39339
1-601-624-5108
marcus.kincaid@voyafa.com

TIAA-CREF
https://www.tiaa-cref.org/public/index.html
Six Concourse Parkway, Suite 2600
Atlanta, GA 30328-5346
1-800-842-2003

Cheryl Leonard-Peeples
Individual Consultant
1-800-842-2003 Ext. 263534
cleonard-peeples@tiaa-cref.org

Kevin Porter
Financial Consultant
(205) 776-2055
KevPorter@tiaa-cref.org

Jonathan "Bryan" McLean
Individual Consultant
1-800-842-2003
JMcLean@tiaa-cref.org

VALIC
http://www.valic.com/aig-retirement_82_8630.html
Elton Thomas
2024 Seminole Road
Columbus, MS 39705
1-662-574-4029
elton.thomas@valic.com

Chip Hawkins
625 Highland Colony Parkway, Suite 201
Ridgeland, MS 39157
1-662-801-0588
chip.hawkins@valic.com

Eligibility: All employees are eligible to participate, regardless of their benefits-eligible status. The plan document currently does not allow for student worker participation.
Plan Information:Detailed information regarding tax-deferred annuities is available on the IRS website. Employees are responsible for selecting the provider(s), establishing a contract with the provider(s), and completing and submitting a Salary Reduction Agreement Form - Tax Deferred Annuity 403(b) to HRM.
Plan Activation:You may begin a 403(b) plan at any time by following these steps:
  1. Contact the provider(s) to find the plan that best fits your retirement income strategies. You may select multiple providers; however, the maximum contribution per year remains the same.
  2. Once you have selected the provider(s) in which you wish to participate, establish a contract with the provider(s).
  3. In order for MSU to withhold money from your paycheck for your 403(b) contribution, complete a Salary Reduction Agreement Form - Tax Deferred Annuity 403(b), which both you and your provider sign.

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