403(B) Information | |
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THE UNIVERSITY OF MISSISSIPPI'S SECTION 403(b) ANNUITY/MUTUAL FUND ARRANGEMENTS |
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Employees of the University of Mississippi are offered certain tax advantages in that a part of the gross income may be excluded from current income taxes when used to purchase annuities/mutual funds for additional retirement benefits. |
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Amounts invested under the provisions of the Internal Revenue Code would be taxed at the time funds are withdrawn. |
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Individuals interested in participating in the program should contact the Human Resources Department for additional information. |
| Company Name (Agent Name- if applicable) | Address | E-mail Address | Phone Number | Web Address |
| AIG VALIC (Ken Parkinson or Joe Bishop) |
713 South Pear Orchard Road |
Kenneth_Parkinson@aigvalic.com Joseph_ Bishop@aigvalic.com |
1.800.448.2542 |
www.aigvalic.com |
| American Funds (Ed Gunn- Edward Jones Investments) | 2000 W. Jackson Avenue Suite D
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ed.gunn@edwardjones.com | 662.234.7326 | www.edwardjones.com |
| Fidelity Investments |
397 Williams St., Marlborough, MA 01752 | Richard.L.Goldman@fmr.com | 404.783.4727 | http://www.fidelity.com |
| ING Financial Advisers (Doug Atkinson or Jerry Corless) | 501 Heritage Drive, Suite 125 Oxford, MS 38655 |
datkinson@isimail.com jcorless@memphis.nef.com |
1.800.818.3266 662.533.0924 (Doug Atkinson) |
www.ingretirementplans.com |
| Strategic Financial Partners (Jerry Corless) |
795 Ridge Lake Blvd., Ste. 200 Memphis, TN 38120 |
jcorless@memphis.nef.com |
901.767.5951 |
http://www.strategicfinancialpartners.com |
| TIAA-CREF Southeast Branch Office (Cheryl Leonard-Peeples) | 5 Concourse Parkway Suite 2600 Atlanta, GA 30328 |
cleonard-peeples@tiaa-cref.org | 1.800.842.2003 | www.tiaa-cref.org |
| The Vanguard Group | P.O. Box 876 Valley Forge, PA 19496 |
1.800.662.2003 | www.vanguard.com |
Post-Tax ROTH 403(B) Information |
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The University of Mississippi offers the Roth 403(b) as an option to have post-tax earnings deducted for additional retirement savings. |
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The earnings from these accounts are allowed to accumulate on a tax free basis as long as proper methods are followed for withdrawals. These retirement mechanisms are a new opportunity recently allowed beginning in 2006. The contribution limits for Post-Tax Roth 403(b) accounts are the same as the traditional Pre-Tax 403(b). An employee can choose to contribute to both a Post-Tax Roth 403(b) account and a Pre-Tax 403(b) account. However, the combined amounts withheld cannot exceed the calendar year contribution limit. |
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Individuals interested in participating in the program should contact the Human Resources Department for additional information. |
| Company Name (Agent Name- if applicable) | Address | E-mail Address | Phone Number | Web Address |
| AIG VALIC (Ken Parkinson) | 713 South Pear Orchard Road |
Kenneth_Parkinson@aigvalic.com | 1.800.448.2542 x88345 662. 801.7937 |
www.aigvalic.com |
| ING Financial Advisers (Doug Atkinson) | 501 Heritage Drive, Suite 125 Oxford, MS 38655 |
datkinson@isimail.com | 662.533.0924 |
www.ingretirementplans.com |
| Strategic Financial Partners (Jerry Corless) |
795 Ridge Lake Blvd., Ste. 200 Memphis, TN 38120 |
jcorless@memphis.nef.com | 901.767.5951 | http://www.strategicfinancialpartners.com |
| Fidelity Investments |
397 Williams St., Marlborough, MA 01752 | Richard.L.Goldman@fmr.com | 404.783.4727 | http://www.fidelity.com |
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For more information regarding benefits please contact Pam Johnson or Betty Barron at 662.915.7431.
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