Tax Deferred Annuity 403(b)

Providers

  • EQUITABLE
  • VOYA
  • TIAA
  • AIG

Contact Information

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

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

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

Richella Vincent Lee
1-770-512-3570
Richella.vincentlee@tiaa.org

AIG
Elton Thomas
2024 Seminole Road
Columbus, MS 39705
1-662-574-4029
Elton.thomas@aig.com
schedule a retirement counseling session with Elton Thomas

Chip Hawkins
625 Highland Colony Parkway, Suite 201
Ridgeland, MS 39157
1-662-801-0588
chip.hawkins@aig.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 - AFTER TAX or a Salary Reduction Agreement Form - PRE TAX 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 - AFTER TAX or a Salary Reduction Agreement Form - PRE TAX, which both you and your provider sign.